Civic Intelligence

Wheeler, Fairman & Kelley

Plan context: Wheeler & Co., L.L.P., Profit Sharing Plan

EIN 74-2672812 • Austin, TX • 33 filings • 6 plans

6011 W Courtyard DriveBuilding 5, Suite 400Austin, TX 78730
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$5,622,052

2024 Contributions

$462,588

Historical Graphs

Total Assets Over Time

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

$5,622,052$2,811,026$0199920132024YearValue
$5,622,052Latest year 2024

Participants Over Time

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

1160199920122024YearValue
9Latest 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
202429$5,622,052$462,588$51,399iApproximate average salary by contribution assumption: employee only about $1,284,967 at 4% or $856,644 at 6%; with 50% employer match about $856,644 at 4% or $571,096 at 6%; with 100% employer match about $642,483 at 4% or $428,322 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-9$4,077,394$156,588$17,399iApproximate average salary by contribution assumption: employee only about $434,967 at 4% or $289,978 at 6%; with 50% employer match about $289,978 at 4% or $193,319 at 6%; with 100% employer match about $217,483 at 4% or $144,989 at 6%.
Wheeler, Fairman & Kelley Cash Balance Plan-8$1,544,658$306,000$38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%.
202329$4,653,409$411,694$45,744iApproximate average salary by contribution assumption: employee only about $1,143,594 at 4% or $762,396 at 6%; with 50% employer match about $762,396 at 4% or $508,264 at 6%; with 100% employer match about $571,797 at 4% or $381,198 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-9$3,456,706$153,244$17,027iApproximate average salary by contribution assumption: employee only about $425,678 at 4% or $283,785 at 6%; with 50% employer match about $283,785 at 4% or $189,190 at 6%; with 100% employer match about $212,839 at 4% or $141,893 at 6%.
Wheeler, Fairman & Kelley Cash Balance Plan-9$1,196,703$258,450$28,717iApproximate average salary by contribution assumption: employee only about $717,917 at 4% or $478,611 at 6%; with 50% employer match about $478,611 at 4% or $319,074 at 6%; with 100% employer match about $358,958 at 4% or $239,306 at 6%.
202229$3,668,922$322,071$35,786iApproximate average salary by contribution assumption: employee only about $894,642 at 4% or $596,428 at 6%; with 50% employer match about $596,428 at 4% or $397,619 at 6%; with 100% employer match about $447,321 at 4% or $298,214 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-9$2,783,280$114,371$12,708iApproximate average salary by contribution assumption: employee only about $317,697 at 4% or $211,798 at 6%; with 50% employer match about $211,798 at 4% or $141,199 at 6%; with 100% employer match about $158,849 at 4% or $105,899 at 6%.
Wheeler, Fairman & Kelley Cash Balance Plan-8$885,642$207,700$25,963iApproximate average salary by contribution assumption: employee only about $649,063 at 4% or $432,708 at 6%; with 50% employer match about $432,708 at 4% or $288,472 at 6%; with 100% employer match about $324,531 at 4% or $216,354 at 6%.
2021211$3,960,112$309,739$28,158iApproximate average salary by contribution assumption: employee only about $703,952 at 4% or $469,302 at 6%; with 50% employer match about $469,302 at 4% or $312,868 at 6%; with 100% employer match about $351,976 at 4% or $234,651 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-11$3,232,263$100,839$9,167iApproximate average salary by contribution assumption: employee only about $229,180 at 4% or $152,786 at 6%; with 50% employer match about $152,786 at 4% or $101,858 at 6%; with 100% employer match about $114,590 at 4% or $76,393 at 6%.
Wheeler, Fairman & Kelley Cash Balance Plan-9$727,849$208,900$23,211iApproximate average salary by contribution assumption: employee only about $580,278 at 4% or $386,852 at 6%; with 50% employer match about $386,852 at 4% or $257,901 at 6%; with 100% employer match about $290,139 at 4% or $193,426 at 6%.
202028$3,262,866$289,233$36,154iApproximate average salary by contribution assumption: employee only about $903,853 at 4% or $602,569 at 6%; with 50% employer match about $602,569 at 4% or $401,713 at 6%; with 100% employer match about $451,927 at 4% or $301,284 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-8$2,752,422$91,533$11,442iApproximate average salary by contribution assumption: employee only about $286,041 at 4% or $190,694 at 6%; with 50% employer match about $190,694 at 4% or $127,129 at 6%; with 100% employer match about $143,020 at 4% or $95,347 at 6%.
Wheeler, Fairman & Kelley Cash Balance Plan-7$510,444$197,700$28,243iApproximate average salary by contribution assumption: employee only about $706,071 at 4% or $470,714 at 6%; with 50% employer match about $470,714 at 4% or $313,810 at 6%; with 100% employer match about $353,036 at 4% or $235,357 at 6%.
201929$3,710,258$265,855$29,539iApproximate average salary by contribution assumption: employee only about $738,486 at 4% or $492,324 at 6%; with 50% employer match about $492,324 at 4% or $328,216 at 6%; with 100% employer match about $369,243 at 4% or $246,162 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-9$3,416,432$119,355$13,262iApproximate average salary by contribution assumption: employee only about $331,542 at 4% or $221,028 at 6%; with 50% employer match about $221,028 at 4% or $147,352 at 6%; with 100% employer match about $165,771 at 4% or $110,514 at 6%.
Wheeler, Fairman & Kelley Cash Balance Plan-5$293,826$146,500$29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%.
201828$2,890,851$329,270$41,159iApproximate average salary by contribution assumption: employee only about $1,028,969 at 4% or $685,979 at 6%; with 50% employer match about $685,979 at 4% or $457,319 at 6%; with 100% employer match about $514,484 at 4% or $342,990 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-8$2,744,351$182,770$22,846iApproximate average salary by contribution assumption: employee only about $571,156 at 4% or $380,771 at 6%; with 50% employer match about $380,771 at 4% or $253,847 at 6%; with 100% employer match about $285,578 at 4% or $190,385 at 6%.
Wheeler, Fairman & Kelley Cash Balance Plan-6$146,500$146,500$24,417iApproximate average salary by contribution assumption: employee only about $610,417 at 4% or $406,944 at 6%; with 50% employer match about $406,944 at 4% or $271,296 at 6%; with 100% employer match about $305,208 at 4% or $203,472 at 6%.
201719$2,774,445$190,028$21,114iApproximate average salary by contribution assumption: employee only about $527,856 at 4% or $351,904 at 6%; with 50% employer match about $351,904 at 4% or $234,602 at 6%; with 100% employer match about $263,928 at 4% or $175,952 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-9$2,774,445$190,028$21,114iApproximate average salary by contribution assumption: employee only about $527,856 at 4% or $351,904 at 6%; with 50% employer match about $351,904 at 4% or $234,602 at 6%; with 100% employer match about $263,928 at 4% or $175,952 at 6%.
201618$2,279,712$186,974$23,372iApproximate average salary by contribution assumption: employee only about $584,294 at 4% or $389,529 at 6%; with 50% employer match about $389,529 at 4% or $259,686 at 6%; with 100% employer match about $292,147 at 4% or $194,765 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-8$2,279,712$186,974$23,372iApproximate average salary by contribution assumption: employee only about $584,294 at 4% or $389,529 at 6%; with 50% employer match about $389,529 at 4% or $259,686 at 6%; with 100% employer match about $292,147 at 4% or $194,765 at 6%.
201517$1,953,497$186,996$26,714iApproximate average salary by contribution assumption: employee only about $667,843 at 4% or $445,229 at 6%; with 50% employer match about $445,229 at 4% or $296,819 at 6%; with 100% employer match about $333,921 at 4% or $222,614 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-7$1,953,497$186,996$26,714iApproximate average salary by contribution assumption: employee only about $667,843 at 4% or $445,229 at 6%; with 50% employer match about $445,229 at 4% or $296,819 at 6%; with 100% employer match about $333,921 at 4% or $222,614 at 6%.
201416$1,777,529$153,611$25,602iApproximate average salary by contribution assumption: employee only about $640,046 at 4% or $426,697 at 6%; with 50% employer match about $426,697 at 4% or $284,465 at 6%; with 100% employer match about $320,023 at 4% or $213,349 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-6$1,777,529$153,611$25,602iApproximate average salary by contribution assumption: employee only about $640,046 at 4% or $426,697 at 6%; with 50% employer match about $426,697 at 4% or $284,465 at 6%; with 100% employer match about $320,023 at 4% or $213,349 at 6%.
201315$1,582,353$154,936$30,987iApproximate average salary by contribution assumption: employee only about $774,680 at 4% or $516,453 at 6%; with 50% employer match about $516,453 at 4% or $344,302 at 6%; with 100% employer match about $387,340 at 4% or $258,227 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-5$1,582,353$154,936$30,987iApproximate average salary by contribution assumption: employee only about $774,680 at 4% or $516,453 at 6%; with 50% employer match about $516,453 at 4% or $344,302 at 6%; with 100% employer match about $387,340 at 4% or $258,227 at 6%.
201215$1,284,774$192,071$38,414iApproximate average salary by contribution assumption: employee only about $960,355 at 4% or $640,237 at 6%; with 50% employer match about $640,237 at 4% or $426,824 at 6%; with 100% employer match about $480,177 at 4% or $320,118 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-5$1,284,774$192,071$38,414iApproximate average salary by contribution assumption: employee only about $960,355 at 4% or $640,237 at 6%; with 50% employer match about $640,237 at 4% or $426,824 at 6%; with 100% employer match about $480,177 at 4% or $320,118 at 6%.
201116$1,161,248$146,453$24,409iApproximate average salary by contribution assumption: employee only about $610,221 at 4% or $406,814 at 6%; with 50% employer match about $406,814 at 4% or $271,209 at 6%; with 100% employer match about $305,110 at 4% or $203,407 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-6$1,161,248$146,453$24,409iApproximate average salary by contribution assumption: employee only about $610,221 at 4% or $406,814 at 6%; with 50% employer match about $406,814 at 4% or $271,209 at 6%; with 100% employer match about $305,110 at 4% or $203,407 at 6%.
201017$1,118,305$143,505$20,501iApproximate average salary by contribution assumption: employee only about $512,518 at 4% or $341,679 at 6%; with 50% employer match about $341,679 at 4% or $227,786 at 6%; with 100% employer match about $256,259 at 4% or $170,839 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-7$1,118,305$143,505$20,501iApproximate average salary by contribution assumption: employee only about $512,518 at 4% or $341,679 at 6%; with 50% employer match about $341,679 at 4% or $227,786 at 6%; with 100% employer match about $256,259 at 4% or $170,839 at 6%.
200917$858,316$134,258$19,180iApproximate average salary by contribution assumption: employee only about $479,493 at 4% or $319,662 at 6%; with 50% employer match about $319,662 at 4% or $213,108 at 6%; with 100% employer match about $239,746 at 4% or $159,831 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-7$858,316$134,258$19,180iApproximate average salary by contribution assumption: employee only about $479,493 at 4% or $319,662 at 6%; with 50% employer match about $319,662 at 4% or $213,108 at 6%; with 100% employer match about $239,746 at 4% or $159,831 at 6%.
200816$538,252$140,874$23,479iApproximate average salary by contribution assumption: employee only about $586,975 at 4% or $391,317 at 6%; with 50% employer match about $391,317 at 4% or $260,878 at 6%; with 100% employer match about $293,488 at 4% or $195,658 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-6$538,252$140,874$23,479iApproximate average salary by contribution assumption: employee only about $586,975 at 4% or $391,317 at 6%; with 50% employer match about $391,317 at 4% or $260,878 at 6%; with 100% employer match about $293,488 at 4% or $195,658 at 6%.
200717$0$0-
Wheeler & Co., L.L.P., Profit Sharing Plan-7---
200619$550,877$123,570$13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-9$550,877$123,570$13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%.
200516$360,410$70,074$11,679iApproximate average salary by contribution assumption: employee only about $291,975 at 4% or $194,650 at 6%; with 50% employer match about $194,650 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,325 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-6$360,410$70,074$11,679iApproximate average salary by contribution assumption: employee only about $291,975 at 4% or $194,650 at 6%; with 50% employer match about $194,650 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,325 at 6%.
200414$288,742$85,308$21,327iApproximate average salary by contribution assumption: employee only about $533,175 at 4% or $355,450 at 6%; with 50% employer match about $355,450 at 4% or $236,967 at 6%; with 100% employer match about $266,588 at 4% or $177,725 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-4$288,742$85,308$21,327iApproximate average salary by contribution assumption: employee only about $533,175 at 4% or $355,450 at 6%; with 50% employer match about $355,450 at 4% or $236,967 at 6%; with 100% employer match about $266,588 at 4% or $177,725 at 6%.
200316$244,429$70,484$11,747iApproximate average salary by contribution assumption: employee only about $293,683 at 4% or $195,789 at 6%; with 50% employer match about $195,789 at 4% or $130,526 at 6%; with 100% employer match about $146,842 at 4% or $97,894 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-6$244,429$70,484$11,747iApproximate average salary by contribution assumption: employee only about $293,683 at 4% or $195,789 at 6%; with 50% employer match about $195,789 at 4% or $130,526 at 6%; with 100% employer match about $146,842 at 4% or $97,894 at 6%.
200215$135,862$53,742$10,748iApproximate average salary by contribution assumption: employee only about $268,710 at 4% or $179,140 at 6%; with 50% employer match about $179,140 at 4% or $119,427 at 6%; with 100% employer match about $134,355 at 4% or $89,570 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-5$135,862$53,742$10,748iApproximate average salary by contribution assumption: employee only about $268,710 at 4% or $179,140 at 6%; with 50% employer match about $179,140 at 4% or $119,427 at 6%; with 100% employer match about $134,355 at 4% or $89,570 at 6%.
200116$115,497$59,621$9,937iApproximate average salary by contribution assumption: employee only about $248,421 at 4% or $165,614 at 6%; with 50% employer match about $165,614 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,807 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-6$115,497$59,621$9,937iApproximate average salary by contribution assumption: employee only about $248,421 at 4% or $165,614 at 6%; with 50% employer match about $165,614 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,807 at 6%.
200015$0$0-
Wheeler & Co., L.L.P., Profit Sharing Plan-5---
199914$24,431$24,431$6,108iApproximate average salary by contribution assumption: employee only about $152,694 at 4% or $101,796 at 6%; with 50% employer match about $101,796 at 4% or $67,864 at 6%; with 100% employer match about $76,347 at 4% or $50,898 at 6%.
Wheeler & Co., L.L.P., Profit Sharing Plan-4$24,431$24,431$6,108iApproximate average salary by contribution assumption: employee only about $152,694 at 4% or $101,796 at 6%; with 50% employer match about $101,796 at 4% or $67,864 at 6%; with 100% employer match about $76,347 at 4% or $50,898 at 6%.