Civic Intelligence

Wheeler Services Inc.

Plan context: Wheeler Services Inc. Employee Stock Ownership Plan

EIN 58-2142065 • Alpharetta, GA • 15 filings • 2 plans

3539 Trotters DriveAlpharetta, GA 30004
Current Snapshot

Latest Year

2025

2025 Participants

66

2025 Assets

$22,086,901

2025 Contributions

$1,004,009

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$27,549,221$13,774,611$0201520202025YearValue
$22,086,901Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

66330201520202025YearValue
66Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025166$22,086,901$1,004,009$15,212iApproximate average salary by contribution assumption: employee only about $380,306 at 4% or $253,538 at 6%; with 50% employer match about $253,538 at 4% or $169,025 at 6%; with 100% employer match about $190,153 at 4% or $126,769 at 6%.
Wheeler Services Inc. Employee Stock Ownership Plan-66$22,086,901$1,004,009$15,212iApproximate average salary by contribution assumption: employee only about $380,306 at 4% or $253,538 at 6%; with 50% employer match about $253,538 at 4% or $169,025 at 6%; with 100% employer match about $190,153 at 4% or $126,769 at 6%.
2024261$27,549,221$1,006,661$16,503iApproximate average salary by contribution assumption: employee only about $412,566 at 4% or $275,044 at 6%; with 50% employer match about $275,044 at 4% or $183,363 at 6%; with 100% employer match about $206,283 at 4% or $137,522 at 6%.
Wheeler Services Inc. Employee Stock Ownership Plan-61$27,060,651$916,140$15,019iApproximate average salary by contribution assumption: employee only about $375,467 at 4% or $250,311 at 6%; with 50% employer match about $250,311 at 4% or $166,874 at 6%; with 100% employer match about $187,734 at 4% or $125,156 at 6%.
Wheeler Services 401(K) Plan-16$488,570$90,521$5,658iApproximate average salary by contribution assumption: employee only about $141,439 at 4% or $94,293 at 6%; with 50% employer match about $94,293 at 4% or $62,862 at 6%; with 100% employer match about $70,720 at 4% or $47,146 at 6%.
2023258$5,431,407$965,817$16,652iApproximate average salary by contribution assumption: employee only about $416,300 at 4% or $277,534 at 6%; with 50% employer match about $277,534 at 4% or $185,022 at 6%; with 100% employer match about $208,150 at 4% or $138,767 at 6%.
Wheeler Services Inc. Employee Stock Ownership Plan-58$5,061,500$868,381$14,972iApproximate average salary by contribution assumption: employee only about $374,302 at 4% or $249,535 at 6%; with 50% employer match about $249,535 at 4% or $166,357 at 6%; with 100% employer match about $187,151 at 4% or $124,767 at 6%.
Wheeler Services 401(K) Plan-15$369,907$97,436$6,496iApproximate average salary by contribution assumption: employee only about $162,393 at 4% or $108,262 at 6%; with 50% employer match about $108,262 at 4% or $72,175 at 6%; with 100% employer match about $81,197 at 4% or $54,131 at 6%.
2022259$1,786,148$952,175$16,139iApproximate average salary by contribution assumption: employee only about $403,464 at 4% or $268,976 at 6%; with 50% employer match about $268,976 at 4% or $179,317 at 6%; with 100% employer match about $201,732 at 4% or $134,488 at 6%.
Wheeler Services Inc. Employee Stock Ownership Plan-59$1,561,101$866,454$14,686iApproximate average salary by contribution assumption: employee only about $367,142 at 4% or $244,761 at 6%; with 50% employer match about $244,761 at 4% or $163,174 at 6%; with 100% employer match about $183,571 at 4% or $122,381 at 6%.
Wheeler Services 401(K) Plan-14$225,047$85,721$6,123iApproximate average salary by contribution assumption: employee only about $153,073 at 4% or $102,049 at 6%; with 50% employer match about $102,049 at 4% or $68,033 at 6%; with 100% employer match about $76,537 at 4% or $51,024 at 6%.
2021260$2,074,782$943,767$15,729iApproximate average salary by contribution assumption: employee only about $393,236 at 4% or $262,158 at 6%; with 50% employer match about $262,158 at 4% or $174,772 at 6%; with 100% employer match about $196,618 at 4% or $131,079 at 6%.
Wheeler Services Inc. Employee Stock Ownership Plan-60$1,863,966$863,937$14,399iApproximate average salary by contribution assumption: employee only about $359,974 at 4% or $239,983 at 6%; with 50% employer match about $239,983 at 4% or $159,988 at 6%; with 100% employer match about $179,987 at 4% or $119,991 at 6%.
Wheeler Services 401(K) Plan-14$210,816$79,830$5,702iApproximate average salary by contribution assumption: employee only about $142,554 at 4% or $95,036 at 6%; with 50% employer match about $95,036 at 4% or $63,357 at 6%; with 100% employer match about $71,277 at 4% or $47,518 at 6%.
2020113$183,249$39,018$3,001iApproximate average salary by contribution assumption: employee only about $75,035 at 4% or $50,023 at 6%; with 50% employer match about $50,023 at 4% or $33,349 at 6%; with 100% employer match about $37,517 at 4% or $25,012 at 6%.
Wheeler Services 401(K) Plan-13$183,249$39,018$3,001iApproximate average salary by contribution assumption: employee only about $75,035 at 4% or $50,023 at 6%; with 50% employer match about $50,023 at 4% or $33,349 at 6%; with 100% employer match about $37,517 at 4% or $25,012 at 6%.
2019110$121,983$45,436$4,544iApproximate average salary by contribution assumption: employee only about $113,590 at 4% or $75,727 at 6%; with 50% employer match about $75,727 at 4% or $50,484 at 6%; with 100% employer match about $56,795 at 4% or $37,863 at 6%.
Wheeler Services 401(K) Plan-10$121,983$45,436$4,544iApproximate average salary by contribution assumption: employee only about $113,590 at 4% or $75,727 at 6%; with 50% employer match about $75,727 at 4% or $50,484 at 6%; with 100% employer match about $56,795 at 4% or $37,863 at 6%.
201818$64,669$36,361$4,545iApproximate average salary by contribution assumption: employee only about $113,628 at 4% or $75,752 at 6%; with 50% employer match about $75,752 at 4% or $50,501 at 6%; with 100% employer match about $56,814 at 4% or $37,876 at 6%.
Wheeler Services 401(K) Plan-8$64,669$36,361$4,545iApproximate average salary by contribution assumption: employee only about $113,628 at 4% or $75,752 at 6%; with 50% employer match about $75,752 at 4% or $50,501 at 6%; with 100% employer match about $56,814 at 4% or $37,876 at 6%.
201713$53,337$38,280$12,760iApproximate average salary by contribution assumption: employee only about $319,000 at 4% or $212,667 at 6%; with 50% employer match about $212,667 at 4% or $141,778 at 6%; with 100% employer match about $159,500 at 4% or $106,333 at 6%.
Wheeler Services 401(K) Plan-3$53,337$38,280$12,760iApproximate average salary by contribution assumption: employee only about $319,000 at 4% or $212,667 at 6%; with 50% employer match about $212,667 at 4% or $141,778 at 6%; with 100% employer match about $159,500 at 4% or $106,333 at 6%.
201613$10,534$9,461$3,154iApproximate average salary by contribution assumption: employee only about $78,842 at 4% or $52,561 at 6%; with 50% employer match about $52,561 at 4% or $35,041 at 6%; with 100% employer match about $39,421 at 4% or $26,281 at 6%.
Wheeler Services 401(K) Plan-3$10,534$9,461$3,154iApproximate average salary by contribution assumption: employee only about $78,842 at 4% or $52,561 at 6%; with 50% employer match about $52,561 at 4% or $35,041 at 6%; with 100% employer match about $39,421 at 4% or $26,281 at 6%.
201513$599$598$199iApproximate average salary by contribution assumption: employee only about $4,983 at 4% or $3,322 at 6%; with 50% employer match about $3,322 at 4% or $2,215 at 6%; with 100% employer match about $2,492 at 4% or $1,661 at 6%.
Wheeler Services 401(K) Plan-3$599$598$199iApproximate average salary by contribution assumption: employee only about $4,983 at 4% or $3,322 at 6%; with 50% employer match about $3,322 at 4% or $2,215 at 6%; with 100% employer match about $2,492 at 4% or $1,661 at 6%.
Wheeler Services Inc. | EIN 58-2142065 | 2025 Form 5500 Company Profile