Civic Intelligence

Bonnie Daniels Wheatley, DMD, Psc

Plan context: Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan

EIN 61-0978969 • Winchester, KY • 20 filings • 4 plans

608 Gilbert CourtWinchester, KY 40391
Current Snapshot

Latest Year

2015

2015 Participants

14

2015 Assets

$2,922,159

2015 Contributions

$18,813

Historical Graphs

Total Assets Over Time

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

$2,922,159$1,461,080$0199920072014YearValue
$2,922,159Latest year 2014

Participants Over Time

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

1790199920072014YearValue
14Latest year 2014

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
201510$0$18,813-
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-0$0$18,813-
2014114$2,922,159$120,716$8,623iApproximate average salary by contribution assumption: employee only about $215,564 at 4% or $143,710 at 6%; with 50% employer match about $143,710 at 4% or $95,806 at 6%; with 100% employer match about $107,782 at 4% or $71,855 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-14$2,922,159$120,716$8,623iApproximate average salary by contribution assumption: employee only about $215,564 at 4% or $143,710 at 6%; with 50% employer match about $143,710 at 4% or $95,806 at 6%; with 100% employer match about $107,782 at 4% or $71,855 at 6%.
2013112$2,645,846$123,406$10,284iApproximate average salary by contribution assumption: employee only about $257,096 at 4% or $171,397 at 6%; with 50% employer match about $171,397 at 4% or $114,265 at 6%; with 100% employer match about $128,548 at 4% or $85,699 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-12$2,645,846$123,406$10,284iApproximate average salary by contribution assumption: employee only about $257,096 at 4% or $171,397 at 6%; with 50% employer match about $171,397 at 4% or $114,265 at 6%; with 100% employer match about $128,548 at 4% or $85,699 at 6%.
2012113$2,206,262$119,352$9,181iApproximate average salary by contribution assumption: employee only about $229,523 at 4% or $153,015 at 6%; with 50% employer match about $153,015 at 4% or $102,010 at 6%; with 100% employer match about $114,762 at 4% or $76,508 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-13$2,206,262$119,352$9,181iApproximate average salary by contribution assumption: employee only about $229,523 at 4% or $153,015 at 6%; with 50% employer match about $153,015 at 4% or $102,010 at 6%; with 100% employer match about $114,762 at 4% or $76,508 at 6%.
2011111$1,909,446$110,340$10,031iApproximate average salary by contribution assumption: employee only about $250,773 at 4% or $167,182 at 6%; with 50% employer match about $167,182 at 4% or $111,455 at 6%; with 100% employer match about $125,386 at 4% or $83,591 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-11$1,909,446$110,340$10,031iApproximate average salary by contribution assumption: employee only about $250,773 at 4% or $167,182 at 6%; with 50% employer match about $167,182 at 4% or $111,455 at 6%; with 100% employer match about $125,386 at 4% or $83,591 at 6%.
2010110$1,834,055$111,547$11,155iApproximate average salary by contribution assumption: employee only about $278,868 at 4% or $185,912 at 6%; with 50% employer match about $185,912 at 4% or $123,941 at 6%; with 100% employer match about $139,434 at 4% or $92,956 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-10$1,834,055$111,547$11,155iApproximate average salary by contribution assumption: employee only about $278,868 at 4% or $185,912 at 6%; with 50% employer match about $185,912 at 4% or $123,941 at 6%; with 100% employer match about $139,434 at 4% or $92,956 at 6%.
2009112$1,617,673$86,073$7,173iApproximate average salary by contribution assumption: employee only about $179,319 at 4% or $119,546 at 6%; with 50% employer match about $119,546 at 4% or $79,697 at 6%; with 100% employer match about $89,659 at 4% or $59,773 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-12$1,617,673$86,073$7,173iApproximate average salary by contribution assumption: employee only about $179,319 at 4% or $119,546 at 6%; with 50% employer match about $119,546 at 4% or $79,697 at 6%; with 100% employer match about $89,659 at 4% or $59,773 at 6%.
2008111$1,316,267$114,438$10,403iApproximate average salary by contribution assumption: employee only about $260,086 at 4% or $173,391 at 6%; with 50% employer match about $173,391 at 4% or $115,594 at 6%; with 100% employer match about $130,043 at 4% or $86,695 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-11$1,316,267$114,438$10,403iApproximate average salary by contribution assumption: employee only about $260,086 at 4% or $173,391 at 6%; with 50% employer match about $173,391 at 4% or $115,594 at 6%; with 100% employer match about $130,043 at 4% or $86,695 at 6%.
2007115$1,542,276$114,647$7,643iApproximate average salary by contribution assumption: employee only about $191,078 at 4% or $127,386 at 6%; with 50% employer match about $127,386 at 4% or $84,924 at 6%; with 100% employer match about $95,539 at 4% or $63,693 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-15$1,542,276$114,647$7,643iApproximate average salary by contribution assumption: employee only about $191,078 at 4% or $127,386 at 6%; with 50% employer match about $127,386 at 4% or $84,924 at 6%; with 100% employer match about $95,539 at 4% or $63,693 at 6%.
2006117$1,415,175$115,965$6,821iApproximate average salary by contribution assumption: employee only about $170,537 at 4% or $113,691 at 6%; with 50% employer match about $113,691 at 4% or $75,794 at 6%; with 100% employer match about $85,268 at 4% or $56,846 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-17$1,415,175$115,965$6,821iApproximate average salary by contribution assumption: employee only about $170,537 at 4% or $113,691 at 6%; with 50% employer match about $113,691 at 4% or $75,794 at 6%; with 100% employer match about $85,268 at 4% or $56,846 at 6%.
2005110$1,231,346$99,747$9,975iApproximate average salary by contribution assumption: employee only about $249,368 at 4% or $166,245 at 6%; with 50% employer match about $166,245 at 4% or $110,830 at 6%; with 100% employer match about $124,684 at 4% or $83,123 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-10$1,231,346$99,747$9,975iApproximate average salary by contribution assumption: employee only about $249,368 at 4% or $166,245 at 6%; with 50% employer match about $166,245 at 4% or $110,830 at 6%; with 100% employer match about $124,684 at 4% or $83,123 at 6%.
2004112$1,131,567$96,093$8,008iApproximate average salary by contribution assumption: employee only about $200,194 at 4% or $133,463 at 6%; with 50% employer match about $133,463 at 4% or $88,975 at 6%; with 100% employer match about $100,097 at 4% or $66,731 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-12$1,131,567$96,093$8,008iApproximate average salary by contribution assumption: employee only about $200,194 at 4% or $133,463 at 6%; with 50% employer match about $133,463 at 4% or $88,975 at 6%; with 100% employer match about $100,097 at 4% or $66,731 at 6%.
200310$1,007,139$84,205-
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-0$1,007,139$84,205-
2002110$826,136$75,268$7,527iApproximate average salary by contribution assumption: employee only about $188,170 at 4% or $125,447 at 6%; with 50% employer match about $125,447 at 4% or $83,631 at 6%; with 100% employer match about $94,085 at 4% or $62,723 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-10$826,136$75,268$7,527iApproximate average salary by contribution assumption: employee only about $188,170 at 4% or $125,447 at 6%; with 50% employer match about $125,447 at 4% or $83,631 at 6%; with 100% employer match about $94,085 at 4% or $62,723 at 6%.
2001210$914,519$571,836$57,184iApproximate average salary by contribution assumption: employee only about $1,429,590 at 4% or $953,060 at 6%; with 50% employer match about $953,060 at 4% or $635,373 at 6%; with 100% employer match about $714,795 at 4% or $476,530 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-10$914,519$571,836$57,184iApproximate average salary by contribution assumption: employee only about $1,429,590 at 4% or $953,060 at 6%; with 50% employer match about $953,060 at 4% or $635,373 at 6%; with 100% employer match about $714,795 at 4% or $476,530 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Money Purchase Trust-0---
200029$619,012$27,502$3,056iApproximate average salary by contribution assumption: employee only about $76,394 at 4% or $50,930 at 6%; with 50% employer match about $50,930 at 4% or $33,953 at 6%; with 100% employer match about $38,197 at 4% or $25,465 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Money Purchase Trust-9$619,012$27,502$3,056iApproximate average salary by contribution assumption: employee only about $76,394 at 4% or $50,930 at 6%; with 50% employer match about $50,930 at 4% or $33,953 at 6%; with 100% employer match about $38,197 at 4% or $25,465 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-9---
1999210$982,379$45,502$4,550iApproximate average salary by contribution assumption: employee only about $113,755 at 4% or $75,837 at 6%; with 50% employer match about $75,837 at 4% or $50,558 at 6%; with 100% employer match about $56,878 at 4% or $37,918 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Money Purchase Trust-10$590,889$26,842$2,684iApproximate average salary by contribution assumption: employee only about $67,105 at 4% or $44,737 at 6%; with 50% employer match about $44,737 at 4% or $29,824 at 6%; with 100% employer match about $33,553 at 4% or $22,368 at 6%.
Bonnie Daniels Wheatley, DMD, Psc Employee Profit Sharing Plan-10$391,490$18,660$1,866iApproximate average salary by contribution assumption: employee only about $46,650 at 4% or $31,100 at 6%; with 50% employer match about $31,100 at 4% or $20,733 at 6%; with 100% employer match about $23,325 at 4% or $15,550 at 6%.