Civic Intelligence

Wheeler & Associates Inc

Plan context: Wheeler & Associates Inc 401K Profit Sharing Trust

EIN 74-2016457 • Houston, TX • 26 filings • 7 plans

6935 Barney RoadSuite 110Houston, TX 77092
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$796,074

2024 Contributions

$16,105

Historical Graphs

Total Assets Over Time

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

$1,044,725$522,363$0199920132024YearValue
$796,074Latest year 2024

Participants Over Time

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

25130199920122024YearValue
11Latest year 2024

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
2024111$796,074$16,105$1,464iApproximate average salary by contribution assumption: employee only about $36,602 at 4% or $24,402 at 6%; with 50% employer match about $24,402 at 4% or $16,268 at 6%; with 100% employer match about $18,301 at 4% or $12,201 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-11$796,074$16,105$1,464iApproximate average salary by contribution assumption: employee only about $36,602 at 4% or $24,402 at 6%; with 50% employer match about $24,402 at 4% or $16,268 at 6%; with 100% employer match about $18,301 at 4% or $12,201 at 6%.
2023112$775,528$23,324$1,944iApproximate average salary by contribution assumption: employee only about $48,592 at 4% or $32,394 at 6%; with 50% employer match about $32,394 at 4% or $21,596 at 6%; with 100% employer match about $24,296 at 4% or $16,197 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-12$775,528$23,324$1,944iApproximate average salary by contribution assumption: employee only about $48,592 at 4% or $32,394 at 6%; with 50% employer match about $32,394 at 4% or $21,596 at 6%; with 100% employer match about $24,296 at 4% or $16,197 at 6%.
2022111$744,196$26,549$2,414iApproximate average salary by contribution assumption: employee only about $60,339 at 4% or $40,226 at 6%; with 50% employer match about $40,226 at 4% or $26,817 at 6%; with 100% employer match about $30,169 at 4% or $20,113 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-11$744,196$26,549$2,414iApproximate average salary by contribution assumption: employee only about $60,339 at 4% or $40,226 at 6%; with 50% employer match about $40,226 at 4% or $26,817 at 6%; with 100% employer match about $30,169 at 4% or $20,113 at 6%.
2021112$1,044,725$32,969$2,747iApproximate average salary by contribution assumption: employee only about $68,685 at 4% or $45,790 at 6%; with 50% employer match about $45,790 at 4% or $30,527 at 6%; with 100% employer match about $34,343 at 4% or $22,895 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-12$1,044,725$32,969$2,747iApproximate average salary by contribution assumption: employee only about $68,685 at 4% or $45,790 at 6%; with 50% employer match about $45,790 at 4% or $30,527 at 6%; with 100% employer match about $34,343 at 4% or $22,895 at 6%.
2020113$903,426$32,709$2,516iApproximate average salary by contribution assumption: employee only about $62,902 at 4% or $41,935 at 6%; with 50% employer match about $41,935 at 4% or $27,956 at 6%; with 100% employer match about $31,451 at 4% or $20,967 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-13$903,426$32,709$2,516iApproximate average salary by contribution assumption: employee only about $62,902 at 4% or $41,935 at 6%; with 50% employer match about $41,935 at 4% or $27,956 at 6%; with 100% employer match about $31,451 at 4% or $20,967 at 6%.
2019113$821,537$37,210$2,862iApproximate average salary by contribution assumption: employee only about $71,558 at 4% or $47,705 at 6%; with 50% employer match about $47,705 at 4% or $31,803 at 6%; with 100% employer match about $35,779 at 4% or $23,853 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-13$821,537$37,210$2,862iApproximate average salary by contribution assumption: employee only about $71,558 at 4% or $47,705 at 6%; with 50% employer match about $47,705 at 4% or $31,803 at 6%; with 100% employer match about $35,779 at 4% or $23,853 at 6%.
2018113$662,973$36,318$2,794iApproximate average salary by contribution assumption: employee only about $69,842 at 4% or $46,562 at 6%; with 50% employer match about $46,562 at 4% or $31,041 at 6%; with 100% employer match about $34,921 at 4% or $23,281 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-13$662,973$36,318$2,794iApproximate average salary by contribution assumption: employee only about $69,842 at 4% or $46,562 at 6%; with 50% employer match about $46,562 at 4% or $31,041 at 6%; with 100% employer match about $34,921 at 4% or $23,281 at 6%.
2017113$693,748$35,136$2,703iApproximate average salary by contribution assumption: employee only about $67,569 at 4% or $45,046 at 6%; with 50% employer match about $45,046 at 4% or $30,031 at 6%; with 100% employer match about $33,785 at 4% or $22,523 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-13$693,748$35,136$2,703iApproximate average salary by contribution assumption: employee only about $67,569 at 4% or $45,046 at 6%; with 50% employer match about $45,046 at 4% or $30,031 at 6%; with 100% employer match about $33,785 at 4% or $22,523 at 6%.
2016114$576,215$51,064$3,647iApproximate average salary by contribution assumption: employee only about $91,186 at 4% or $60,790 at 6%; with 50% employer match about $60,790 at 4% or $40,527 at 6%; with 100% employer match about $45,593 at 4% or $30,395 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-14$576,215$51,064$3,647iApproximate average salary by contribution assumption: employee only about $91,186 at 4% or $60,790 at 6%; with 50% employer match about $60,790 at 4% or $40,527 at 6%; with 100% employer match about $45,593 at 4% or $30,395 at 6%.
2015115$550,403$36,375$2,425iApproximate average salary by contribution assumption: employee only about $60,625 at 4% or $40,417 at 6%; with 50% employer match about $40,417 at 4% or $26,944 at 6%; with 100% employer match about $30,313 at 4% or $20,208 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-15$550,403$36,375$2,425iApproximate average salary by contribution assumption: employee only about $60,625 at 4% or $40,417 at 6%; with 50% employer match about $40,417 at 4% or $26,944 at 6%; with 100% employer match about $30,313 at 4% or $20,208 at 6%.
2014114$537,003$30,885$2,206iApproximate average salary by contribution assumption: employee only about $55,152 at 4% or $36,768 at 6%; with 50% employer match about $36,768 at 4% or $24,512 at 6%; with 100% employer match about $27,576 at 4% or $18,384 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-14$537,003$30,885$2,206iApproximate average salary by contribution assumption: employee only about $55,152 at 4% or $36,768 at 6%; with 50% employer match about $36,768 at 4% or $24,512 at 6%; with 100% employer match about $27,576 at 4% or $18,384 at 6%.
2013116$503,902$51,071$3,192iApproximate average salary by contribution assumption: employee only about $79,798 at 4% or $53,199 at 6%; with 50% employer match about $53,199 at 4% or $35,466 at 6%; with 100% employer match about $39,899 at 4% or $26,599 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-16$503,902$51,071$3,192iApproximate average salary by contribution assumption: employee only about $79,798 at 4% or $53,199 at 6%; with 50% employer match about $53,199 at 4% or $35,466 at 6%; with 100% employer match about $39,899 at 4% or $26,599 at 6%.
2012118$413,409$39,919$2,218iApproximate average salary by contribution assumption: employee only about $55,443 at 4% or $36,962 at 6%; with 50% employer match about $36,962 at 4% or $24,641 at 6%; with 100% employer match about $27,722 at 4% or $18,481 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-18$413,409$39,919$2,218iApproximate average salary by contribution assumption: employee only about $55,443 at 4% or $36,962 at 6%; with 50% employer match about $36,962 at 4% or $24,641 at 6%; with 100% employer match about $27,722 at 4% or $18,481 at 6%.
2011122$496,795$66,498$3,023iApproximate average salary by contribution assumption: employee only about $75,566 at 4% or $50,377 at 6%; with 50% employer match about $50,377 at 4% or $33,585 at 6%; with 100% employer match about $37,783 at 4% or $25,189 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-22$496,795$66,498$3,023iApproximate average salary by contribution assumption: employee only about $75,566 at 4% or $50,377 at 6%; with 50% employer match about $50,377 at 4% or $33,585 at 6%; with 100% employer match about $37,783 at 4% or $25,189 at 6%.
2010124$525,824$58,820$2,451iApproximate average salary by contribution assumption: employee only about $61,271 at 4% or $40,847 at 6%; with 50% employer match about $40,847 at 4% or $27,231 at 6%; with 100% employer match about $30,635 at 4% or $20,424 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-24$525,824$58,820$2,451iApproximate average salary by contribution assumption: employee only about $61,271 at 4% or $40,847 at 6%; with 50% employer match about $40,847 at 4% or $27,231 at 6%; with 100% employer match about $30,635 at 4% or $20,424 at 6%.
2009121$437,117$54,373$2,589iApproximate average salary by contribution assumption: employee only about $64,730 at 4% or $43,153 at 6%; with 50% employer match about $43,153 at 4% or $28,769 at 6%; with 100% employer match about $32,365 at 4% or $21,577 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-21$437,117$54,373$2,589iApproximate average salary by contribution assumption: employee only about $64,730 at 4% or $43,153 at 6%; with 50% employer match about $43,153 at 4% or $28,769 at 6%; with 100% employer match about $32,365 at 4% or $21,577 at 6%.
2008125$375,685$73,580$2,943iApproximate average salary by contribution assumption: employee only about $73,580 at 4% or $49,053 at 6%; with 50% employer match about $49,053 at 4% or $32,702 at 6%; with 100% employer match about $36,790 at 4% or $24,527 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-25$375,685$73,580$2,943iApproximate average salary by contribution assumption: employee only about $73,580 at 4% or $49,053 at 6%; with 50% employer match about $49,053 at 4% or $32,702 at 6%; with 100% employer match about $36,790 at 4% or $24,527 at 6%.
2007121$0$0-
Wheeler & Associates Inc 401K Profit Sharing Trust-21---
2006112$420,646$41,202$3,434iApproximate average salary by contribution assumption: employee only about $85,838 at 4% or $57,225 at 6%; with 50% employer match about $57,225 at 4% or $38,150 at 6%; with 100% employer match about $42,919 at 4% or $28,613 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-12$420,646$41,202$3,434iApproximate average salary by contribution assumption: employee only about $85,838 at 4% or $57,225 at 6%; with 50% employer match about $57,225 at 4% or $38,150 at 6%; with 100% employer match about $42,919 at 4% or $28,613 at 6%.
2005112$385,588$49,240$4,103iApproximate average salary by contribution assumption: employee only about $102,583 at 4% or $68,389 at 6%; with 50% employer match about $68,389 at 4% or $45,593 at 6%; with 100% employer match about $51,292 at 4% or $34,194 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-12$385,588$49,240$4,103iApproximate average salary by contribution assumption: employee only about $102,583 at 4% or $68,389 at 6%; with 50% employer match about $68,389 at 4% or $45,593 at 6%; with 100% employer match about $51,292 at 4% or $34,194 at 6%.
2004119$335,217$66,830$3,517iApproximate average salary by contribution assumption: employee only about $87,934 at 4% or $58,623 at 6%; with 50% employer match about $58,623 at 4% or $39,082 at 6%; with 100% employer match about $43,967 at 4% or $29,311 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-19$335,217$66,830$3,517iApproximate average salary by contribution assumption: employee only about $87,934 at 4% or $58,623 at 6%; with 50% employer match about $58,623 at 4% or $39,082 at 6%; with 100% employer match about $43,967 at 4% or $29,311 at 6%.
2003117$268,132$18,385$1,081iApproximate average salary by contribution assumption: employee only about $27,037 at 4% or $18,025 at 6%; with 50% employer match about $18,025 at 4% or $12,016 at 6%; with 100% employer match about $13,518 at 4% or $9,012 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-17$268,132$18,385$1,081iApproximate average salary by contribution assumption: employee only about $27,037 at 4% or $18,025 at 6%; with 50% employer match about $18,025 at 4% or $12,016 at 6%; with 100% employer match about $13,518 at 4% or $9,012 at 6%.
2002116$215,500$24,753$1,547iApproximate average salary by contribution assumption: employee only about $38,677 at 4% or $25,784 at 6%; with 50% employer match about $25,784 at 4% or $17,190 at 6%; with 100% employer match about $19,338 at 4% or $12,892 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-16$215,500$24,753$1,547iApproximate average salary by contribution assumption: employee only about $38,677 at 4% or $25,784 at 6%; with 50% employer match about $25,784 at 4% or $17,190 at 6%; with 100% employer match about $19,338 at 4% or $12,892 at 6%.
2001112$0$0-
Wheeler & Associates Inc 401K Profit Sharing Trust-12---
2000112$211,302$19,319$1,610iApproximate average salary by contribution assumption: employee only about $40,248 at 4% or $26,832 at 6%; with 50% employer match about $26,832 at 4% or $17,888 at 6%; with 100% employer match about $20,124 at 4% or $13,416 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-12$211,302$19,319$1,610iApproximate average salary by contribution assumption: employee only about $40,248 at 4% or $26,832 at 6%; with 50% employer match about $26,832 at 4% or $17,888 at 6%; with 100% employer match about $20,124 at 4% or $13,416 at 6%.
1999111$306,042$27,485$2,499iApproximate average salary by contribution assumption: employee only about $62,466 at 4% or $41,644 at 6%; with 50% employer match about $41,644 at 4% or $27,763 at 6%; with 100% employer match about $31,233 at 4% or $20,822 at 6%.
Wheeler & Associates Inc 401K Profit Sharing Trust-11$306,042$27,485$2,499iApproximate average salary by contribution assumption: employee only about $62,466 at 4% or $41,644 at 6%; with 50% employer match about $41,644 at 4% or $27,763 at 6%; with 100% employer match about $31,233 at 4% or $20,822 at 6%.