Civic Intelligence

Donald H Wheeler DMD PC

Plan context: Donald H. Wheeler, DMD PC Profit Sharing Plan

EIN 93-0793331 • 16 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$1,893,563

2008 Contributions

$89,591

Historical Graphs

Total Assets Over Time

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

$1,994,847$997,424$0199920032007YearValue
$1,893,563Latest year 2007

Participants Over Time

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

740199920042008YearValue
2Latest year 2008

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
200822$0$0-
DONALD H. WHEELER, DMD, PC CASH BALANCE PLAN-0---
Donald H. Wheeler, DMD PC Profit Sharing Plan-2---
200722$1,893,563$89,591$44,796iApproximate average salary by contribution assumption: employee only about $1,119,888 at 4% or $746,592 at 6%; with 50% employer match about $746,592 at 4% or $497,728 at 6%; with 100% employer match about $559,944 at 4% or $373,296 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-2$1,893,563$89,591$44,796iApproximate average salary by contribution assumption: employee only about $1,119,888 at 4% or $746,592 at 6%; with 50% employer match about $746,592 at 4% or $497,728 at 6%; with 100% employer match about $559,944 at 4% or $373,296 at 6%.
DONALD H. WHEELER, DMD, PC CASH BALANCE PLAN-2---
200626$1,994,847$154,258$25,710iApproximate average salary by contribution assumption: employee only about $642,742 at 4% or $428,494 at 6%; with 50% employer match about $428,494 at 4% or $285,663 at 6%; with 100% employer match about $321,371 at 4% or $214,247 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-6$1,741,751$88,940$14,823iApproximate average salary by contribution assumption: employee only about $370,583 at 4% or $247,056 at 6%; with 50% employer match about $247,056 at 4% or $164,704 at 6%; with 100% employer match about $185,292 at 4% or $123,528 at 6%.
DONALD H. WHEELER, DMD, PC CASH BALANCE PLAN-6$253,096$65,318$10,886iApproximate average salary by contribution assumption: employee only about $272,158 at 4% or $181,439 at 6%; with 50% employer match about $181,439 at 4% or $120,959 at 6%; with 100% employer match about $136,079 at 4% or $90,719 at 6%.
200526$1,575,802$135,023$22,504iApproximate average salary by contribution assumption: employee only about $562,596 at 4% or $375,064 at 6%; with 50% employer match about $375,064 at 4% or $250,043 at 6%; with 100% employer match about $281,298 at 4% or $187,532 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-6$1,404,334$76,924$12,821iApproximate average salary by contribution assumption: employee only about $320,517 at 4% or $213,678 at 6%; with 50% employer match about $213,678 at 4% or $142,452 at 6%; with 100% employer match about $160,258 at 4% or $106,839 at 6%.
DONALD H. WHEELER, DMD, PC CASH BALANCE PLAN-6$171,468$58,099$9,683iApproximate average salary by contribution assumption: employee only about $242,079 at 4% or $161,386 at 6%; with 50% employer match about $161,386 at 4% or $107,591 at 6%; with 100% employer match about $121,040 at 4% or $80,693 at 6%.
200425$1,333,869$127,632$25,526iApproximate average salary by contribution assumption: employee only about $638,160 at 4% or $425,440 at 6%; with 50% employer match about $425,440 at 4% or $283,627 at 6%; with 100% employer match about $319,080 at 4% or $212,720 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-5$1,225,263$67,139$13,428iApproximate average salary by contribution assumption: employee only about $335,695 at 4% or $223,797 at 6%; with 50% employer match about $223,797 at 4% or $149,198 at 6%; with 100% employer match about $167,848 at 4% or $111,898 at 6%.
DONALD H. WHEELER, DMD, PC CASH BALANCE PLAN-5$108,606$60,493$12,099iApproximate average salary by contribution assumption: employee only about $302,465 at 4% or $201,643 at 6%; with 50% employer match about $201,643 at 4% or $134,429 at 6%; with 100% employer match about $151,233 at 4% or $100,822 at 6%.
200326$1,093,001$98,794$16,466iApproximate average salary by contribution assumption: employee only about $411,642 at 4% or $274,428 at 6%; with 50% employer match about $274,428 at 4% or $182,952 at 6%; with 100% employer match about $205,821 at 4% or $137,214 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-6$1,048,337$54,130$9,022iApproximate average salary by contribution assumption: employee only about $225,542 at 4% or $150,361 at 6%; with 50% employer match about $150,361 at 4% or $100,241 at 6%; with 100% employer match about $112,771 at 4% or $75,181 at 6%.
DONALD H. WHEELER, DMD, PC CASH BALANCE PLAN-6$44,664$44,664$7,444iApproximate average salary by contribution assumption: employee only about $186,100 at 4% or $124,067 at 6%; with 50% employer match about $124,067 at 4% or $82,711 at 6%; with 100% employer match about $93,050 at 4% or $62,033 at 6%.
200217$860,514$48,882$6,983iApproximate average salary by contribution assumption: employee only about $174,579 at 4% or $116,386 at 6%; with 50% employer match about $116,386 at 4% or $77,590 at 6%; with 100% employer match about $87,289 at 4% or $58,193 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-7$860,514$48,882$6,983iApproximate average salary by contribution assumption: employee only about $174,579 at 4% or $116,386 at 6%; with 50% employer match about $116,386 at 4% or $77,590 at 6%; with 100% employer match about $87,289 at 4% or $58,193 at 6%.
200117$822,356$41,583$5,940iApproximate average salary by contribution assumption: employee only about $148,511 at 4% or $99,007 at 6%; with 50% employer match about $99,007 at 4% or $66,005 at 6%; with 100% employer match about $74,255 at 4% or $49,504 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-7$822,356$41,583$5,940iApproximate average salary by contribution assumption: employee only about $148,511 at 4% or $99,007 at 6%; with 50% employer match about $99,007 at 4% or $66,005 at 6%; with 100% employer match about $74,255 at 4% or $49,504 at 6%.
200015$941,397$34,920$6,984iApproximate average salary by contribution assumption: employee only about $174,600 at 4% or $116,400 at 6%; with 50% employer match about $116,400 at 4% or $77,600 at 6%; with 100% employer match about $87,300 at 4% or $58,200 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-5$941,397$34,920$6,984iApproximate average salary by contribution assumption: employee only about $174,600 at 4% or $116,400 at 6%; with 50% employer match about $116,400 at 4% or $77,600 at 6%; with 100% employer match about $87,300 at 4% or $58,200 at 6%.
199917$1,137,878$41,687$5,955iApproximate average salary by contribution assumption: employee only about $148,882 at 4% or $99,255 at 6%; with 50% employer match about $99,255 at 4% or $66,170 at 6%; with 100% employer match about $74,441 at 4% or $49,627 at 6%.
Donald H. Wheeler, DMD PC Profit Sharing Plan-7$1,137,878$41,687$5,955iApproximate average salary by contribution assumption: employee only about $148,882 at 4% or $99,255 at 6%; with 50% employer match about $99,255 at 4% or $66,170 at 6%; with 100% employer match about $74,441 at 4% or $49,627 at 6%.
Donald H Wheeler DMD PC | EIN 93-0793331 | 2008 Form 5500 Company Profile