Civic Intelligence

Warren L. Wheaton, D.D.S., a PC.

Plan context: Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan

EIN 94-2762361 • 11 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$1,297

2007 Contributions

$3,874

Historical Graphs

Total Assets Over Time

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

$1,076,773$538,387$0199920032006YearValue
$1,297Latest year 2006

Participants Over Time

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

530200020032005YearValue
3Latest year 2005

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
200710$0$0-
Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan-0---
200610$1,297$0-
Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan-0$1,297--
200513$761,048$0-
Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan-3$761,048--
200413$775,155$3,874$1,291iApproximate average salary by contribution assumption: employee only about $32,283 at 4% or $21,522 at 6%; with 50% employer match about $21,522 at 4% or $14,348 at 6%; with 100% employer match about $16,142 at 4% or $10,761 at 6%.
Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan-3$775,155$3,874$1,291iApproximate average salary by contribution assumption: employee only about $32,283 at 4% or $21,522 at 6%; with 50% employer match about $21,522 at 4% or $14,348 at 6%; with 100% employer match about $16,142 at 4% or $10,761 at 6%.
200315$859,000$61,425$12,285iApproximate average salary by contribution assumption: employee only about $307,125 at 4% or $204,750 at 6%; with 50% employer match about $204,750 at 4% or $136,500 at 6%; with 100% employer match about $153,563 at 4% or $102,375 at 6%.
Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan-5$859,000$61,425$12,285iApproximate average salary by contribution assumption: employee only about $307,125 at 4% or $204,750 at 6%; with 50% employer match about $204,750 at 4% or $136,500 at 6%; with 100% employer match about $153,563 at 4% or $102,375 at 6%.
200225$520,667$70,104$14,021iApproximate average salary by contribution assumption: employee only about $350,520 at 4% or $233,680 at 6%; with 50% employer match about $233,680 at 4% or $155,787 at 6%; with 100% employer match about $175,260 at 4% or $116,840 at 6%.
Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan-5$520,667$70,104$14,021iApproximate average salary by contribution assumption: employee only about $350,520 at 4% or $233,680 at 6%; with 50% employer match about $233,680 at 4% or $155,787 at 6%; with 100% employer match about $175,260 at 4% or $116,840 at 6%.
Warren L. Wheaton, D.D.S., a PC. Profit Sharing Plan-0---
200125$0$0-
Warren L. Wheaton, D.D.S., a PC. Defined Benefit Pension Plan-4---
Warren L. Wheaton, D.D.S., a PC. Profit Sharing Plan-5---
200012$400,753$31,489$15,745iApproximate average salary by contribution assumption: employee only about $393,613 at 4% or $262,408 at 6%; with 50% employer match about $262,408 at 4% or $174,939 at 6%; with 100% employer match about $196,806 at 4% or $131,204 at 6%.
Warren L. Wheaton, D.D.S., a PC. Profit Sharing Plan-2$400,753$31,489$15,745iApproximate average salary by contribution assumption: employee only about $393,613 at 4% or $262,408 at 6%; with 50% employer match about $262,408 at 4% or $174,939 at 6%; with 100% employer match about $196,806 at 4% or $131,204 at 6%.
199910$1,076,773$36,071-
Warren L. Wheaton, D.D.S., a PC. Profit Sharing Plan-0$1,076,773$36,071-