Civic Intelligence

Lori Wheeler, P.A.

Plan context: Lori Wheeler, P.A. Profit Sharing Plan

EIN 59-3415681 • 6 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

1

2001 Assets

$108,527

2001 Contributions

$12,530

Historical Graphs

Total Assets Over Time

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

$108,527$54,264$01999YearValue
$108,527Latest year 1999

Participants Over Time

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

210199920002001YearValue
1Latest year 2001

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
200121$0$0-
Lori Wheeler, P.A. Profit Sharing Plan-1---
Lori Wheeler, P.A. Money Purchase Plan-1---
200021$0$0-
Lori Wheeler, P.A. Profit Sharing Plan-1---
Lori Wheeler, P.A. Money Purchase Plan-1---
199922$108,527$12,530$6,265iApproximate average salary by contribution assumption: employee only about $156,625 at 4% or $104,417 at 6%; with 50% employer match about $104,417 at 4% or $69,611 at 6%; with 100% employer match about $78,313 at 4% or $52,208 at 6%.
Lori Wheeler, P.A. Profit Sharing Plan-2$55,463$3,627$1,814iApproximate average salary by contribution assumption: employee only about $45,338 at 4% or $30,225 at 6%; with 50% employer match about $30,225 at 4% or $20,150 at 6%; with 100% employer match about $22,669 at 4% or $15,113 at 6%.
Lori Wheeler, P.A. Money Purchase Plan-2$53,064$8,903$4,452iApproximate average salary by contribution assumption: employee only about $111,288 at 4% or $74,192 at 6%; with 50% employer match about $74,192 at 4% or $49,461 at 6%; with 100% employer match about $55,644 at 4% or $37,096 at 6%.