Civic Intelligence

John M. Wheeler, Dds, Pa

Plan context: John M. Wheeler, Dds Pa Profit Sharing Plan

EIN 65-1095314 • Sarasota, FL • 23 filings • 2 plans

11192 Whimbrel LaneSarasota, FL 34238
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$148,386

2023 Contributions

$32,979

Historical Graphs

Total Assets Over Time

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

$345,335$172,668$0200220122022YearValue
$148,386Latest year 2022

Participants Over Time

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

420200120122022YearValue
4Latest year 2022

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
202310$0$0-
John M. Wheeler, Dds Pa Profit Sharing Plan-0$0--
202214$148,386$32,979$8,245iApproximate average salary by contribution assumption: employee only about $206,119 at 4% or $137,413 at 6%; with 50% employer match about $137,413 at 4% or $91,608 at 6%; with 100% employer match about $103,059 at 4% or $68,706 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$148,386$32,979$8,245iApproximate average salary by contribution assumption: employee only about $206,119 at 4% or $137,413 at 6%; with 50% employer match about $137,413 at 4% or $91,608 at 6%; with 100% employer match about $103,059 at 4% or $68,706 at 6%.
202114$124,488$44,077$11,019iApproximate average salary by contribution assumption: employee only about $275,481 at 4% or $183,654 at 6%; with 50% employer match about $183,654 at 4% or $122,436 at 6%; with 100% employer match about $137,741 at 4% or $91,827 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$124,488$44,077$11,019iApproximate average salary by contribution assumption: employee only about $275,481 at 4% or $183,654 at 6%; with 50% employer match about $183,654 at 4% or $122,436 at 6%; with 100% employer match about $137,741 at 4% or $91,827 at 6%.
202014$78,799$42,151$10,538iApproximate average salary by contribution assumption: employee only about $263,444 at 4% or $175,629 at 6%; with 50% employer match about $175,629 at 4% or $117,086 at 6%; with 100% employer match about $131,722 at 4% or $87,815 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$78,799$42,151$10,538iApproximate average salary by contribution assumption: employee only about $263,444 at 4% or $175,629 at 6%; with 50% employer match about $175,629 at 4% or $117,086 at 6%; with 100% employer match about $131,722 at 4% or $87,815 at 6%.
201914$157,350$21,394$5,349iApproximate average salary by contribution assumption: employee only about $133,713 at 4% or $89,142 at 6%; with 50% employer match about $89,142 at 4% or $59,428 at 6%; with 100% employer match about $66,856 at 4% or $44,571 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$157,350$21,394$5,349iApproximate average salary by contribution assumption: employee only about $133,713 at 4% or $89,142 at 6%; with 50% employer match about $89,142 at 4% or $59,428 at 6%; with 100% employer match about $66,856 at 4% or $44,571 at 6%.
201814$227,735$55,061$13,765iApproximate average salary by contribution assumption: employee only about $344,131 at 4% or $229,421 at 6%; with 50% employer match about $229,421 at 4% or $152,947 at 6%; with 100% employer match about $172,066 at 4% or $114,710 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$227,735$55,061$13,765iApproximate average salary by contribution assumption: employee only about $344,131 at 4% or $229,421 at 6%; with 50% employer match about $229,421 at 4% or $152,947 at 6%; with 100% employer match about $172,066 at 4% or $114,710 at 6%.
201714$272,306$56,229$14,057iApproximate average salary by contribution assumption: employee only about $351,431 at 4% or $234,288 at 6%; with 50% employer match about $234,288 at 4% or $156,192 at 6%; with 100% employer match about $175,716 at 4% or $117,144 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$272,306$56,229$14,057iApproximate average salary by contribution assumption: employee only about $351,431 at 4% or $234,288 at 6%; with 50% employer match about $234,288 at 4% or $156,192 at 6%; with 100% employer match about $175,716 at 4% or $117,144 at 6%.
201614$212,820$58,335$14,584iApproximate average salary by contribution assumption: employee only about $364,594 at 4% or $243,063 at 6%; with 50% employer match about $243,063 at 4% or $162,042 at 6%; with 100% employer match about $182,297 at 4% or $121,531 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$212,820$58,335$14,584iApproximate average salary by contribution assumption: employee only about $364,594 at 4% or $243,063 at 6%; with 50% employer match about $243,063 at 4% or $162,042 at 6%; with 100% employer match about $182,297 at 4% or $121,531 at 6%.
201514$151,281$54,326$13,582iApproximate average salary by contribution assumption: employee only about $339,538 at 4% or $226,358 at 6%; with 50% employer match about $226,358 at 4% or $150,906 at 6%; with 100% employer match about $169,769 at 4% or $113,179 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$151,281$54,326$13,582iApproximate average salary by contribution assumption: employee only about $339,538 at 4% or $226,358 at 6%; with 50% employer match about $226,358 at 4% or $150,906 at 6%; with 100% employer match about $169,769 at 4% or $113,179 at 6%.
201413$196,369$44,500$14,833iApproximate average salary by contribution assumption: employee only about $370,833 at 4% or $247,222 at 6%; with 50% employer match about $247,222 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,611 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-3$196,369$44,500$14,833iApproximate average salary by contribution assumption: employee only about $370,833 at 4% or $247,222 at 6%; with 50% employer match about $247,222 at 4% or $164,815 at 6%; with 100% employer match about $185,417 at 4% or $123,611 at 6%.
201313$319,680$49,174$16,391iApproximate average salary by contribution assumption: employee only about $409,783 at 4% or $273,189 at 6%; with 50% employer match about $273,189 at 4% or $182,126 at 6%; with 100% employer match about $204,892 at 4% or $136,594 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-3$319,680$49,174$16,391iApproximate average salary by contribution assumption: employee only about $409,783 at 4% or $273,189 at 6%; with 50% employer match about $273,189 at 4% or $182,126 at 6%; with 100% employer match about $204,892 at 4% or $136,594 at 6%.
201213$242,910$53,313$17,771iApproximate average salary by contribution assumption: employee only about $444,275 at 4% or $296,183 at 6%; with 50% employer match about $296,183 at 4% or $197,456 at 6%; with 100% employer match about $222,138 at 4% or $148,092 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-3$242,910$53,313$17,771iApproximate average salary by contribution assumption: employee only about $444,275 at 4% or $296,183 at 6%; with 50% employer match about $296,183 at 4% or $197,456 at 6%; with 100% employer match about $222,138 at 4% or $148,092 at 6%.
201113$157,100$53,008$17,669iApproximate average salary by contribution assumption: employee only about $441,733 at 4% or $294,489 at 6%; with 50% employer match about $294,489 at 4% or $196,326 at 6%; with 100% employer match about $220,867 at 4% or $147,244 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-3$157,100$53,008$17,669iApproximate average salary by contribution assumption: employee only about $441,733 at 4% or $294,489 at 6%; with 50% employer match about $294,489 at 4% or $196,326 at 6%; with 100% employer match about $220,867 at 4% or $147,244 at 6%.
201012$135,845$0-
John M. Wheeler, Dds Pa Profit Sharing Plan-2$135,845--
200912$153,179$0-
John M. Wheeler, Dds Pa Profit Sharing Plan-2$153,179--
200813$194,851$0-
John M. Wheeler, Dds Pa Profit Sharing Plan-3$194,851--
200714$332,101$0-
John M. Wheeler, Dds Pa Profit Sharing Plan-4$332,101--
200613$345,335$47,681$15,894iApproximate average salary by contribution assumption: employee only about $397,342 at 4% or $264,894 at 6%; with 50% employer match about $264,894 at 4% or $176,596 at 6%; with 100% employer match about $198,671 at 4% or $132,447 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-3$345,335$47,681$15,894iApproximate average salary by contribution assumption: employee only about $397,342 at 4% or $264,894 at 6%; with 50% employer match about $264,894 at 4% or $176,596 at 6%; with 100% employer match about $198,671 at 4% or $132,447 at 6%.
200513$337,886$47,180$15,727iApproximate average salary by contribution assumption: employee only about $393,167 at 4% or $262,111 at 6%; with 50% employer match about $262,111 at 4% or $174,741 at 6%; with 100% employer match about $196,583 at 4% or $131,056 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-3$337,886$47,180$15,727iApproximate average salary by contribution assumption: employee only about $393,167 at 4% or $262,111 at 6%; with 50% employer match about $262,111 at 4% or $174,741 at 6%; with 100% employer match about $196,583 at 4% or $131,056 at 6%.
200414$280,281$46,174$11,544iApproximate average salary by contribution assumption: employee only about $288,588 at 4% or $192,392 at 6%; with 50% employer match about $192,392 at 4% or $128,261 at 6%; with 100% employer match about $144,294 at 4% or $96,196 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$280,281$46,174$11,544iApproximate average salary by contribution assumption: employee only about $288,588 at 4% or $192,392 at 6%; with 50% employer match about $192,392 at 4% or $128,261 at 6%; with 100% employer match about $144,294 at 4% or $96,196 at 6%.
200314$206,381$45,217$11,304iApproximate average salary by contribution assumption: employee only about $282,606 at 4% or $188,404 at 6%; with 50% employer match about $188,404 at 4% or $125,603 at 6%; with 100% employer match about $141,303 at 4% or $94,202 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$206,381$45,217$11,304iApproximate average salary by contribution assumption: employee only about $282,606 at 4% or $188,404 at 6%; with 50% employer match about $188,404 at 4% or $125,603 at 6%; with 100% employer match about $141,303 at 4% or $94,202 at 6%.
200214$123,746$44,500$11,125iApproximate average salary by contribution assumption: employee only about $278,125 at 4% or $185,417 at 6%; with 50% employer match about $185,417 at 4% or $123,611 at 6%; with 100% employer match about $139,063 at 4% or $92,708 at 6%.
John M. Wheeler, Dds Pa Profit Sharing Plan-4$123,746$44,500$11,125iApproximate average salary by contribution assumption: employee only about $278,125 at 4% or $185,417 at 6%; with 50% employer match about $185,417 at 4% or $123,611 at 6%; with 100% employer match about $139,063 at 4% or $92,708 at 6%.
200113$0$0-
John M. Wheeler, Dds Pa Profit Sharing Plan-3---