Civic Intelligence

Duncan, Wheeler & Wilkerson PC.

Plan context: Duncan, Wheeler & Wilkerson PC. 401 (K) Plan

EIN 62-1756307 • Cookeville, TN • 21 filings • 4 plans

228 East Broad Street Suite 200Cookeville, TN 38501
Current Snapshot

Latest Year

2020

2020 Participants

17

2020 Assets

$3,651,685

2020 Contributions

$165,821

Historical Graphs

Total Assets Over Time

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

$3,651,685$1,825,843$0200320122019YearValue
$3,651,685Latest year 2019

Participants Over Time

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

1790200020102019YearValue
17Latest year 2019

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
202010$0$165,821-
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-0$0$165,821-
2019117$3,651,685$219,171$12,892iApproximate average salary by contribution assumption: employee only about $322,310 at 4% or $214,874 at 6%; with 50% employer match about $214,874 at 4% or $143,249 at 6%; with 100% employer match about $161,155 at 4% or $107,437 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-17$3,651,685$219,171$12,892iApproximate average salary by contribution assumption: employee only about $322,310 at 4% or $214,874 at 6%; with 50% employer match about $214,874 at 4% or $143,249 at 6%; with 100% employer match about $161,155 at 4% or $107,437 at 6%.
2018115$3,159,210$181,148$12,077iApproximate average salary by contribution assumption: employee only about $301,913 at 4% or $201,276 at 6%; with 50% employer match about $201,276 at 4% or $134,184 at 6%; with 100% employer match about $150,957 at 4% or $100,638 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-15$3,159,210$181,148$12,077iApproximate average salary by contribution assumption: employee only about $301,913 at 4% or $201,276 at 6%; with 50% employer match about $201,276 at 4% or $134,184 at 6%; with 100% employer match about $150,957 at 4% or $100,638 at 6%.
2017115$3,027,502$177,345$11,823iApproximate average salary by contribution assumption: employee only about $295,575 at 4% or $197,050 at 6%; with 50% employer match about $197,050 at 4% or $131,367 at 6%; with 100% employer match about $147,788 at 4% or $98,525 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-15$3,027,502$177,345$11,823iApproximate average salary by contribution assumption: employee only about $295,575 at 4% or $197,050 at 6%; with 50% employer match about $197,050 at 4% or $131,367 at 6%; with 100% employer match about $147,788 at 4% or $98,525 at 6%.
2016115$2,608,514$175,806$11,720iApproximate average salary by contribution assumption: employee only about $293,010 at 4% or $195,340 at 6%; with 50% employer match about $195,340 at 4% or $130,227 at 6%; with 100% employer match about $146,505 at 4% or $97,670 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-15$2,608,514$175,806$11,720iApproximate average salary by contribution assumption: employee only about $293,010 at 4% or $195,340 at 6%; with 50% employer match about $195,340 at 4% or $130,227 at 6%; with 100% employer match about $146,505 at 4% or $97,670 at 6%.
2015115$2,347,466$169,598$11,307iApproximate average salary by contribution assumption: employee only about $282,663 at 4% or $188,442 at 6%; with 50% employer match about $188,442 at 4% or $125,628 at 6%; with 100% employer match about $141,332 at 4% or $94,221 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-15$2,347,466$169,598$11,307iApproximate average salary by contribution assumption: employee only about $282,663 at 4% or $188,442 at 6%; with 50% employer match about $188,442 at 4% or $125,628 at 6%; with 100% employer match about $141,332 at 4% or $94,221 at 6%.
2014115$2,217,536$158,847$10,590iApproximate average salary by contribution assumption: employee only about $264,745 at 4% or $176,497 at 6%; with 50% employer match about $176,497 at 4% or $117,664 at 6%; with 100% employer match about $132,373 at 4% or $88,248 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-15$2,217,536$158,847$10,590iApproximate average salary by contribution assumption: employee only about $264,745 at 4% or $176,497 at 6%; with 50% employer match about $176,497 at 4% or $117,664 at 6%; with 100% employer match about $132,373 at 4% or $88,248 at 6%.
2013116$2,020,099$156,727$9,795iApproximate average salary by contribution assumption: employee only about $244,886 at 4% or $163,257 at 6%; with 50% employer match about $163,257 at 4% or $108,838 at 6%; with 100% employer match about $122,443 at 4% or $81,629 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-16$2,020,099$156,727$9,795iApproximate average salary by contribution assumption: employee only about $244,886 at 4% or $163,257 at 6%; with 50% employer match about $163,257 at 4% or $108,838 at 6%; with 100% employer match about $122,443 at 4% or $81,629 at 6%.
2012116$1,676,245$167,535$10,471iApproximate average salary by contribution assumption: employee only about $261,773 at 4% or $174,516 at 6%; with 50% employer match about $174,516 at 4% or $116,344 at 6%; with 100% employer match about $130,887 at 4% or $87,258 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-16$1,676,245$167,535$10,471iApproximate average salary by contribution assumption: employee only about $261,773 at 4% or $174,516 at 6%; with 50% employer match about $174,516 at 4% or $116,344 at 6%; with 100% employer match about $130,887 at 4% or $87,258 at 6%.
2011116$1,667,993$163,377$10,211iApproximate average salary by contribution assumption: employee only about $255,277 at 4% or $170,184 at 6%; with 50% employer match about $170,184 at 4% or $113,456 at 6%; with 100% employer match about $127,638 at 4% or $85,092 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-16$1,667,993$163,377$10,211iApproximate average salary by contribution assumption: employee only about $255,277 at 4% or $170,184 at 6%; with 50% employer match about $170,184 at 4% or $113,456 at 6%; with 100% employer match about $127,638 at 4% or $85,092 at 6%.
2010114$1,795,345$125,527$8,966iApproximate average salary by contribution assumption: employee only about $224,155 at 4% or $149,437 at 6%; with 50% employer match about $149,437 at 4% or $99,625 at 6%; with 100% employer match about $112,078 at 4% or $74,718 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-14$1,795,345$125,527$8,966iApproximate average salary by contribution assumption: employee only about $224,155 at 4% or $149,437 at 6%; with 50% employer match about $149,437 at 4% or $99,625 at 6%; with 100% employer match about $112,078 at 4% or $74,718 at 6%.
2009114$1,537,574$136,578$9,756iApproximate average salary by contribution assumption: employee only about $243,889 at 4% or $162,593 at 6%; with 50% employer match about $162,593 at 4% or $108,395 at 6%; with 100% employer match about $121,945 at 4% or $81,296 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-14$1,537,574$136,578$9,756iApproximate average salary by contribution assumption: employee only about $243,889 at 4% or $162,593 at 6%; with 50% employer match about $162,593 at 4% or $108,395 at 6%; with 100% employer match about $121,945 at 4% or $81,296 at 6%.
2008115$0$0-
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-15---
2007114$0$0-
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-14---
2006114$1,163,808$125,820$8,987iApproximate average salary by contribution assumption: employee only about $224,679 at 4% or $149,786 at 6%; with 50% employer match about $149,786 at 4% or $99,857 at 6%; with 100% employer match about $112,339 at 4% or $74,893 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-14$1,163,808$125,820$8,987iApproximate average salary by contribution assumption: employee only about $224,679 at 4% or $149,786 at 6%; with 50% employer match about $149,786 at 4% or $99,857 at 6%; with 100% employer match about $112,339 at 4% or $74,893 at 6%.
2005115$934,934$119,268$7,951iApproximate average salary by contribution assumption: employee only about $198,780 at 4% or $132,520 at 6%; with 50% employer match about $132,520 at 4% or $88,347 at 6%; with 100% employer match about $99,390 at 4% or $66,260 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-15$934,934$119,268$7,951iApproximate average salary by contribution assumption: employee only about $198,780 at 4% or $132,520 at 6%; with 50% employer match about $132,520 at 4% or $88,347 at 6%; with 100% employer match about $99,390 at 4% or $66,260 at 6%.
2004113$749,670$96,519$7,425iApproximate average salary by contribution assumption: employee only about $185,613 at 4% or $123,742 at 6%; with 50% employer match about $123,742 at 4% or $82,495 at 6%; with 100% employer match about $92,807 at 4% or $61,871 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-13$749,670$96,519$7,425iApproximate average salary by contribution assumption: employee only about $185,613 at 4% or $123,742 at 6%; with 50% employer match about $123,742 at 4% or $82,495 at 6%; with 100% employer match about $92,807 at 4% or $61,871 at 6%.
2003114$575,275$107,833$7,702iApproximate average salary by contribution assumption: employee only about $192,559 at 4% or $128,373 at 6%; with 50% employer match about $128,373 at 4% or $85,582 at 6%; with 100% employer match about $96,279 at 4% or $64,186 at 6%.
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-14$575,275$107,833$7,702iApproximate average salary by contribution assumption: employee only about $192,559 at 4% or $128,373 at 6%; with 50% employer match about $128,373 at 4% or $85,582 at 6%; with 100% employer match about $96,279 at 4% or $64,186 at 6%.
2002113$0$0-
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-13---
2001111$0$0-
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-11---
200019$0$0-
Duncan, Wheeler & Wilkerson PC. 401 (K) Plan-9---