Civic Intelligence

Wheeler & Egger Cpas LLP

Plan context: Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust

EIN 90-0673920 • Sonora, CA • 13 filings • 2 plans

945 Morning Star DriveSonora, CA 95370
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,094,826

2024 Contributions

$109,064

Historical Graphs

Total Assets Over Time

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

$1,094,826$547,413$0201120182024YearValue
$1,094,826Latest year 2024

Participants Over Time

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

1050201120182024YearValue
8Latest 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
202418$1,094,826$109,064$13,633iApproximate average salary by contribution assumption: employee only about $340,825 at 4% or $227,217 at 6%; with 50% employer match about $227,217 at 4% or $151,478 at 6%; with 100% employer match about $170,413 at 4% or $113,608 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-8$1,094,826$109,064$13,633iApproximate average salary by contribution assumption: employee only about $340,825 at 4% or $227,217 at 6%; with 50% employer match about $227,217 at 4% or $151,478 at 6%; with 100% employer match about $170,413 at 4% or $113,608 at 6%.
202317$938,142$112,273$16,039iApproximate average salary by contribution assumption: employee only about $400,975 at 4% or $267,317 at 6%; with 50% employer match about $267,317 at 4% or $178,211 at 6%; with 100% employer match about $200,488 at 4% or $133,658 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-7$938,142$112,273$16,039iApproximate average salary by contribution assumption: employee only about $400,975 at 4% or $267,317 at 6%; with 50% employer match about $267,317 at 4% or $178,211 at 6%; with 100% employer match about $200,488 at 4% or $133,658 at 6%.
202217$750,858$103,429$14,776iApproximate average salary by contribution assumption: employee only about $369,389 at 4% or $246,260 at 6%; with 50% employer match about $246,260 at 4% or $164,173 at 6%; with 100% employer match about $184,695 at 4% or $123,130 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-7$750,858$103,429$14,776iApproximate average salary by contribution assumption: employee only about $369,389 at 4% or $246,260 at 6%; with 50% employer match about $246,260 at 4% or $164,173 at 6%; with 100% employer match about $184,695 at 4% or $123,130 at 6%.
202115$788,545$96,673$19,335iApproximate average salary by contribution assumption: employee only about $483,365 at 4% or $322,243 at 6%; with 50% employer match about $322,243 at 4% or $214,829 at 6%; with 100% employer match about $241,682 at 4% or $161,122 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-5$788,545$96,673$19,335iApproximate average salary by contribution assumption: employee only about $483,365 at 4% or $322,243 at 6%; with 50% employer match about $322,243 at 4% or $214,829 at 6%; with 100% employer match about $241,682 at 4% or $161,122 at 6%.
202015$652,341$98,219$19,644iApproximate average salary by contribution assumption: employee only about $491,095 at 4% or $327,397 at 6%; with 50% employer match about $327,397 at 4% or $218,264 at 6%; with 100% employer match about $245,548 at 4% or $163,698 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-5$652,341$98,219$19,644iApproximate average salary by contribution assumption: employee only about $491,095 at 4% or $327,397 at 6%; with 50% employer match about $327,397 at 4% or $218,264 at 6%; with 100% employer match about $245,548 at 4% or $163,698 at 6%.
201916$460,033$87,485$14,581iApproximate average salary by contribution assumption: employee only about $364,521 at 4% or $243,014 at 6%; with 50% employer match about $243,014 at 4% or $162,009 at 6%; with 100% employer match about $182,260 at 4% or $121,507 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-6$460,033$87,485$14,581iApproximate average salary by contribution assumption: employee only about $364,521 at 4% or $243,014 at 6%; with 50% employer match about $243,014 at 4% or $162,009 at 6%; with 100% employer match about $182,260 at 4% or $121,507 at 6%.
201816$772,148$86,766$14,461iApproximate average salary by contribution assumption: employee only about $361,525 at 4% or $241,017 at 6%; with 50% employer match about $241,017 at 4% or $160,678 at 6%; with 100% employer match about $180,763 at 4% or $120,508 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-6$772,148$86,766$14,461iApproximate average salary by contribution assumption: employee only about $361,525 at 4% or $241,017 at 6%; with 50% employer match about $241,017 at 4% or $160,678 at 6%; with 100% employer match about $180,763 at 4% or $120,508 at 6%.
201717$753,189$66,734$9,533iApproximate average salary by contribution assumption: employee only about $238,336 at 4% or $158,890 at 6%; with 50% employer match about $158,890 at 4% or $105,927 at 6%; with 100% employer match about $119,168 at 4% or $79,445 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-7$753,189$66,734$9,533iApproximate average salary by contribution assumption: employee only about $238,336 at 4% or $158,890 at 6%; with 50% employer match about $158,890 at 4% or $105,927 at 6%; with 100% employer match about $119,168 at 4% or $79,445 at 6%.
201617$661,194$72,110$10,301iApproximate average salary by contribution assumption: employee only about $257,536 at 4% or $171,690 at 6%; with 50% employer match about $171,690 at 4% or $114,460 at 6%; with 100% employer match about $128,768 at 4% or $85,845 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-7$661,194$72,110$10,301iApproximate average salary by contribution assumption: employee only about $257,536 at 4% or $171,690 at 6%; with 50% employer match about $171,690 at 4% or $114,460 at 6%; with 100% employer match about $128,768 at 4% or $85,845 at 6%.
201517$618,447$68,877$9,840iApproximate average salary by contribution assumption: employee only about $245,989 at 4% or $163,993 at 6%; with 50% employer match about $163,993 at 4% or $109,329 at 6%; with 100% employer match about $122,995 at 4% or $81,996 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-7$618,447$68,877$9,840iApproximate average salary by contribution assumption: employee only about $245,989 at 4% or $163,993 at 6%; with 50% employer match about $163,993 at 4% or $109,329 at 6%; with 100% employer match about $122,995 at 4% or $81,996 at 6%.
201417$593,507$64,148$9,164iApproximate average salary by contribution assumption: employee only about $229,100 at 4% or $152,733 at 6%; with 50% employer match about $152,733 at 4% or $101,822 at 6%; with 100% employer match about $114,550 at 4% or $76,367 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-7$593,507$64,148$9,164iApproximate average salary by contribution assumption: employee only about $229,100 at 4% or $152,733 at 6%; with 50% employer match about $152,733 at 4% or $101,822 at 6%; with 100% employer match about $114,550 at 4% or $76,367 at 6%.
2013110$522,914$62,806$6,281iApproximate average salary by contribution assumption: employee only about $157,015 at 4% or $104,677 at 6%; with 50% employer match about $104,677 at 4% or $69,784 at 6%; with 100% employer match about $78,508 at 4% or $52,338 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-10$522,914$62,806$6,281iApproximate average salary by contribution assumption: employee only about $157,015 at 4% or $104,677 at 6%; with 50% employer match about $104,677 at 4% or $69,784 at 6%; with 100% employer match about $78,508 at 4% or $52,338 at 6%.
201119$353,962$65,316$7,257iApproximate average salary by contribution assumption: employee only about $181,433 at 4% or $120,956 at 6%; with 50% employer match about $120,956 at 4% or $80,637 at 6%; with 100% employer match about $90,717 at 4% or $60,478 at 6%.
Wheeler & Egger Cpas LLP 401(K) Profit Sharing Plan & Trust-9$353,962$65,316$7,257iApproximate average salary by contribution assumption: employee only about $181,433 at 4% or $120,956 at 6%; with 50% employer match about $120,956 at 4% or $80,637 at 6%; with 100% employer match about $90,717 at 4% or $60,478 at 6%.