Wheeler, Trigg & Kennedy PC.
Plan context: Wheeler Trigg & Kennedy PC. 401K Profit-Sharing Plan
EIN 84-1446003 • 5 filings • 4 plans
Current Snapshot
Latest Year
2003
2003 Participants
59
2003 Assets
$8,560,175
2003 Contributions
$1,189,457
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 59 | $8,560,175 | $1,189,457 | $20,160iApproximate average salary by contribution assumption: employee only about $504,007 at 4% or $336,005 at 6%; with 50% employer match about $336,005 at 4% or $224,003 at 6%; with 100% employer match about $252,004 at 4% or $168,002 at 6%. |
| Wheeler Trigg & Kennedy PC. 401K Profit-Sharing Plan | - | 59 | $8,560,175 | $1,189,457 | $20,160iApproximate average salary by contribution assumption: employee only about $504,007 at 4% or $336,005 at 6%; with 50% employer match about $336,005 at 4% or $224,003 at 6%; with 100% employer match about $252,004 at 4% or $168,002 at 6%. |
| 2002 | 1 | 64 | $6,008,669 | $1,318,043 | $20,594iApproximate average salary by contribution assumption: employee only about $514,861 at 4% or $343,240 at 6%; with 50% employer match about $343,240 at 4% or $228,827 at 6%; with 100% employer match about $257,430 at 4% or $171,620 at 6%. |
| Wheeler Trigg & Kennedy PC. 401K Profit-Sharing Plan | - | 64 | $6,008,669 | $1,318,043 | $20,594iApproximate average salary by contribution assumption: employee only about $514,861 at 4% or $343,240 at 6%; with 50% employer match about $343,240 at 4% or $228,827 at 6%; with 100% employer match about $257,430 at 4% or $171,620 at 6%. |
| 2001 | 1 | 44 | $0 | $0 | - |
| Wheeler Trigg & Kennedy PC. 401K Profit-Sharing Plan | - | 44 | - | - | - |
| 1999 | 2 | 45 | $6,641,999 | $1,068,656 | $23,748iApproximate average salary by contribution assumption: employee only about $593,698 at 4% or $395,799 at 6%; with 50% employer match about $395,799 at 4% or $263,866 at 6%; with 100% employer match about $296,849 at 4% or $197,899 at 6%. |
| Wheeler Trigg & Kennedy PC. 401K Profit-Sharing Plan | - | 41 | $6,641,999 | $1,068,656 | $26,065iApproximate average salary by contribution assumption: employee only about $651,620 at 4% or $434,413 at 6%; with 50% employer match about $434,413 at 4% or $289,609 at 6%; with 100% employer match about $325,810 at 4% or $217,207 at 6%. |
| Wheeler, Trigg & Kennedy PC. Cafeteria Plan | - | 45 | - | - | - |