Civic Intelligence

E. Samuel Wheeler, CPA

Plan context: WHEELER & EGGER CPAS, LLP 401(K) PROFIT SHARING PLAN

EIN 77-0253398 • Sonora, CA • 13 filings • 7 plans

133 Old Wards Ferry Road, Suite JSonora, CA 95370
Current Snapshot

Latest Year

2012

2012 Participants

9

2012 Assets

$427,532

2012 Contributions

$61,654

Historical Graphs

Total Assets Over Time

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

$427,532$213,766$0199920052012YearValue
$427,532Latest year 2012

Participants Over Time

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

1050199920052012YearValue
9Latest year 2012

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
201219$427,532$61,654$6,850iApproximate average salary by contribution assumption: employee only about $171,261 at 4% or $114,174 at 6%; with 50% employer match about $114,174 at 4% or $76,116 at 6%; with 100% employer match about $85,631 at 4% or $57,087 at 6%.
WHEELER & EGGER CPAS, LLP 401(K) PROFIT SHARING PLAN-9$427,532$61,654$6,850iApproximate average salary by contribution assumption: employee only about $171,261 at 4% or $114,174 at 6%; with 50% employer match about $114,174 at 4% or $76,116 at 6%; with 100% employer match about $85,631 at 4% or $57,087 at 6%.
201018$380,617$80,845$10,106iApproximate average salary by contribution assumption: employee only about $252,641 at 4% or $168,427 at 6%; with 50% employer match about $168,427 at 4% or $112,285 at 6%; with 100% employer match about $126,320 at 4% or $84,214 at 6%.
E. SAMUEL WHEELER CPA 401(K) PROFIT SHARING PLAN-8$380,617$80,845$10,106iApproximate average salary by contribution assumption: employee only about $252,641 at 4% or $168,427 at 6%; with 50% employer match about $168,427 at 4% or $112,285 at 6%; with 100% employer match about $126,320 at 4% or $84,214 at 6%.
2009110$307,733$46,676$4,668iApproximate average salary by contribution assumption: employee only about $116,690 at 4% or $77,793 at 6%; with 50% employer match about $77,793 at 4% or $51,862 at 6%; with 100% employer match about $58,345 at 4% or $38,897 at 6%.
E. SAMUEL WHEELER CPA 401(K) PROFIT SHARING PLAN-10$307,733$46,676$4,668iApproximate average salary by contribution assumption: employee only about $116,690 at 4% or $77,793 at 6%; with 50% employer match about $77,793 at 4% or $51,862 at 6%; with 100% employer match about $58,345 at 4% or $38,897 at 6%.
200818$0$0-
E. SAMUEL WHEELER CPA 401K PROFIT SHARING PLAN-8---
200716$0$0-
E. SAMUEL WHEELER CPA 401K PROFIT SHARING PLAN-6---
200614$154,472$12,181$3,045iApproximate average salary by contribution assumption: employee only about $76,131 at 4% or $50,754 at 6%; with 50% employer match about $50,754 at 4% or $33,836 at 6%; with 100% employer match about $38,066 at 4% or $25,377 at 6%.
E SAMUEL WHEELER CPA SELF EMPLOYED 401K PROFIT SHARING PLAN-4$154,472$12,181$3,045iApproximate average salary by contribution assumption: employee only about $76,131 at 4% or $50,754 at 6%; with 50% employer match about $50,754 at 4% or $33,836 at 6%; with 100% employer match about $38,066 at 4% or $25,377 at 6%.
200513$123,984$24,219$8,073iApproximate average salary by contribution assumption: employee only about $201,825 at 4% or $134,550 at 6%; with 50% employer match about $134,550 at 4% or $89,700 at 6%; with 100% employer match about $100,913 at 4% or $67,275 at 6%.
E SAMUEL WHEELER CPA SELF EMPLOYED 401K PROFIT SHARING PLAN-3$123,984$24,219$8,073iApproximate average salary by contribution assumption: employee only about $201,825 at 4% or $134,550 at 6%; with 50% employer match about $134,550 at 4% or $89,700 at 6%; with 100% employer match about $100,913 at 4% or $67,275 at 6%.
200416$96,486$23,094$3,849iApproximate average salary by contribution assumption: employee only about $96,225 at 4% or $64,150 at 6%; with 50% employer match about $64,150 at 4% or $42,767 at 6%; with 100% employer match about $48,113 at 4% or $32,075 at 6%.
E SAMUEL WHEELER CPA SELF EMPLOYED 401K PROFIT SHARING PLAN-6$96,486$23,094$3,849iApproximate average salary by contribution assumption: employee only about $96,225 at 4% or $64,150 at 6%; with 50% employer match about $64,150 at 4% or $42,767 at 6%; with 100% employer match about $48,113 at 4% or $32,075 at 6%.
200314$65,891$7,642$1,911iApproximate average salary by contribution assumption: employee only about $47,763 at 4% or $31,842 at 6%; with 50% employer match about $31,842 at 4% or $21,228 at 6%; with 100% employer match about $23,881 at 4% or $15,921 at 6%.
E SAMUEL WHEELER CPA SELF EMPLOYED 401K PROFIT SHARING PLAN-4$65,891$7,642$1,911iApproximate average salary by contribution assumption: employee only about $47,763 at 4% or $31,842 at 6%; with 50% employer match about $31,842 at 4% or $21,228 at 6%; with 100% employer match about $23,881 at 4% or $15,921 at 6%.
200212$0$0-
E. Samuel Wheeler, CPA Self-Employed 401K Profit Sharing Plan-2---
200112$0$0-
E SAMUEL WHEELER CPA SELF-EMPLOYED 401K PROFIT SHARING PLAN-2---
200014$63,359$29,770$7,443iApproximate average salary by contribution assumption: employee only about $186,063 at 4% or $124,042 at 6%; with 50% employer match about $124,042 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%.
E. Samuel Wheeler, CPA Self-Employed 401K Profit Sharing Plan-4$63,359$29,770$7,443iApproximate average salary by contribution assumption: employee only about $186,063 at 4% or $124,042 at 6%; with 50% employer match about $124,042 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%.
199913$47,261$16,217$5,406iApproximate average salary by contribution assumption: employee only about $135,142 at 4% or $90,094 at 6%; with 50% employer match about $90,094 at 4% or $60,063 at 6%; with 100% employer match about $67,571 at 4% or $45,047 at 6%.
E. Samuel Wheeler, CPA Self-Employed 401K Profit Sharing Plan-3$47,261$16,217$5,406iApproximate average salary by contribution assumption: employee only about $135,142 at 4% or $90,094 at 6%; with 50% employer match about $90,094 at 4% or $60,063 at 6%; with 100% employer match about $67,571 at 4% or $45,047 at 6%.