Civic Intelligence

Wheat & Associates Inc.

Plan context: Wheat & Associates 401K Plan

EIN 91-1946257 • Spokane, WA • 6 filings • 2 plans

1306 N. Post PlaceSpokane, WA 99201
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$1,929,358

2020 Contributions

$91,201

Historical Graphs

Total Assets Over Time

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

$1,929,358$964,679$0199920182019YearValue
$1,929,358Latest year 2019

Participants Over Time

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

1260199920172019YearValue
12Latest year 2019

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
202010$0$0-
Wheat & Associates 401K Plan-0$0--
2019112$1,929,358$91,201$7,600iApproximate average salary by contribution assumption: employee only about $190,002 at 4% or $126,668 at 6%; with 50% employer match about $126,668 at 4% or $84,445 at 6%; with 100% employer match about $95,001 at 4% or $63,334 at 6%.
Wheat & Associates 401K Plan-12$1,929,358$91,201$7,600iApproximate average salary by contribution assumption: employee only about $190,002 at 4% or $126,668 at 6%; with 50% employer match about $126,668 at 4% or $84,445 at 6%; with 100% employer match about $95,001 at 4% or $63,334 at 6%.
2018112$1,646,511$91,962$7,664iApproximate average salary by contribution assumption: employee only about $191,588 at 4% or $127,725 at 6%; with 50% employer match about $127,725 at 4% or $85,150 at 6%; with 100% employer match about $95,794 at 4% or $63,863 at 6%.
Wheat & Associates 401K Plan-12$1,646,511$91,962$7,664iApproximate average salary by contribution assumption: employee only about $191,588 at 4% or $127,725 at 6%; with 50% employer match about $127,725 at 4% or $85,150 at 6%; with 100% employer match about $95,794 at 4% or $63,863 at 6%.
2017112$1,643,935$1,529,065$127,422iApproximate average salary by contribution assumption: employee only about $3,185,552 at 4% or $2,123,701 at 6%; with 50% employer match about $2,123,701 at 4% or $1,415,801 at 6%; with 100% employer match about $1,592,776 at 4% or $1,061,851 at 6%.
Wheat & Associates 401K Plan-12$1,643,935$1,529,065$127,422iApproximate average salary by contribution assumption: employee only about $3,185,552 at 4% or $2,123,701 at 6%; with 50% employer match about $2,123,701 at 4% or $1,415,801 at 6%; with 100% employer match about $1,592,776 at 4% or $1,061,851 at 6%.
200014$0$0-
Wheat & Associates 401K Plan-4---
199917$154,890$8,824$1,261iApproximate average salary by contribution assumption: employee only about $31,514 at 4% or $21,010 at 6%; with 50% employer match about $21,010 at 4% or $14,006 at 6%; with 100% employer match about $15,757 at 4% or $10,505 at 6%.
Wheat & Associates 401K Plan-7$154,890$8,824$1,261iApproximate average salary by contribution assumption: employee only about $31,514 at 4% or $21,010 at 6%; with 50% employer match about $21,010 at 4% or $14,006 at 6%; with 100% employer match about $15,757 at 4% or $10,505 at 6%.