Wheeler and Company LLC
Plan context: Wheeler and Company LLC 401(K) Profit Sharing Plan & Trust
EIN 82-1105128 • San Clemente, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$926,065
2024 Contributions
$247,413
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $926,065 | $247,413 | $13,022iApproximate average salary by contribution assumption: employee only about $325,543 at 4% or $217,029 at 6%; with 50% employer match about $217,029 at 4% or $144,686 at 6%; with 100% employer match about $162,772 at 4% or $108,514 at 6%. |
| Wheeler and Company LLC 401(K) Profit Sharing Plan & Trust | - | 19 | $926,065 | $247,413 | $13,022iApproximate average salary by contribution assumption: employee only about $325,543 at 4% or $217,029 at 6%; with 50% employer match about $217,029 at 4% or $144,686 at 6%; with 100% employer match about $162,772 at 4% or $108,514 at 6%. |
| 2023 | 1 | 16 | $596,087 | $424,304 | $26,519iApproximate average salary by contribution assumption: employee only about $662,975 at 4% or $441,983 at 6%; with 50% employer match about $441,983 at 4% or $294,656 at 6%; with 100% employer match about $331,488 at 4% or $220,992 at 6%. |
| Wheeler and Company LLC 401(K) Profit Sharing Plan & Trust | - | 16 | $596,087 | $424,304 | $26,519iApproximate average salary by contribution assumption: employee only about $662,975 at 4% or $441,983 at 6%; with 50% employer match about $441,983 at 4% or $294,656 at 6%; with 100% employer match about $331,488 at 4% or $220,992 at 6%. |
| 2022 | 1 | 14 | $120,014 | $118,478 | $8,463iApproximate average salary by contribution assumption: employee only about $211,568 at 4% or $141,045 at 6%; with 50% employer match about $141,045 at 4% or $94,030 at 6%; with 100% employer match about $105,784 at 4% or $70,523 at 6%. |
| Wheeler and Company LLC 401(K) Profit Sharing Plan & Trust | - | 14 | $120,014 | $118,478 | $8,463iApproximate average salary by contribution assumption: employee only about $211,568 at 4% or $141,045 at 6%; with 50% employer match about $141,045 at 4% or $94,030 at 6%; with 100% employer match about $105,784 at 4% or $70,523 at 6%. |
| 2021 | 1 | 10 | $0 | $0 | - |
| Wheeler and Company LLC 401(K) Profit Sharing Plan & Trust | - | 10 | - | - | - |