Civic Intelligence

Ronald S. Wheatley, D.D.S. Inc.

Plan context: Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.

EIN 95-3565962 • Laguna Hills, CA • 17 filings • 3 plans

PO Box 3580Laguna Hills, CA 92654
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$2,891

2013 Contributions

$45,044

Historical Graphs

Total Assets Over Time

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

$764,159$382,080$0199920062013YearValue
$2,891Latest year 2013

Participants Over Time

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

950199920022008YearValue
1Latest 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
201310$2,891$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-0$2,891--
201110$16,583$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-0$16,583--
201010$26,011$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-0$26,011--
200910$42,887$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-0$42,887--
200811$62,512$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-1$62,512--
200710$0$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-0---
200610$70,801$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-0$70,801--
200510$87,836$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-0$87,836--
200316$602,253$0-
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-6$602,253--
200221$560,456$45,044$45,044iApproximate average salary by contribution assumption: employee only about $1,126,100 at 4% or $750,733 at 6%; with 50% employer match about $750,733 at 4% or $500,489 at 6%; with 100% employer match about $563,050 at 4% or $375,367 at 6%.
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-1$560,456$31,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Ronald S. Wheatley, D.D.S. Inc. 401K Profit Sharing Plan-0-$14,044-
200128$635,368$21,151$2,644iApproximate average salary by contribution assumption: employee only about $66,097 at 4% or $44,065 at 6%; with 50% employer match about $44,065 at 4% or $29,376 at 6%; with 100% employer match about $33,048 at 4% or $22,032 at 6%.
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-7$573,036$2,000$286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%.
Ronald S. Wheatley, D.D.S. Inc. 401K Profit Sharing Plan-8$62,332$19,151$2,394iApproximate average salary by contribution assumption: employee only about $59,847 at 4% or $39,898 at 6%; with 50% employer match about $39,898 at 4% or $26,599 at 6%; with 100% employer match about $29,923 at 4% or $19,949 at 6%.
200029$764,159$32,085$3,565iApproximate average salary by contribution assumption: employee only about $89,125 at 4% or $59,417 at 6%; with 50% employer match about $59,417 at 4% or $39,611 at 6%; with 100% employer match about $44,563 at 4% or $29,708 at 6%.
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-6$713,871$10,954$1,826iApproximate average salary by contribution assumption: employee only about $45,642 at 4% or $30,428 at 6%; with 50% employer match about $30,428 at 4% or $20,285 at 6%; with 100% employer match about $22,821 at 4% or $15,214 at 6%.
Ronald S. Wheatley, D.D.S. Inc. 401K Profit Sharing Plan-9$50,288$21,131$2,348iApproximate average salary by contribution assumption: employee only about $58,697 at 4% or $39,131 at 6%; with 50% employer match about $39,131 at 4% or $26,088 at 6%; with 100% employer match about $29,349 at 4% or $19,566 at 6%.
199929$550,485$52,225$5,803iApproximate average salary by contribution assumption: employee only about $145,069 at 4% or $96,713 at 6%; with 50% employer match about $96,713 at 4% or $64,475 at 6%; with 100% employer match about $72,535 at 4% or $48,356 at 6%.
Ronald S. Wheatley, D.D.S. Inc. Defined Benefit Pension Plan and Trust.-6$519,034$36,933$6,156iApproximate average salary by contribution assumption: employee only about $153,888 at 4% or $102,592 at 6%; with 50% employer match about $102,592 at 4% or $68,394 at 6%; with 100% employer match about $76,944 at 4% or $51,296 at 6%.
Ronald S. Wheatley, D.D.S. Inc. 401K Profit Sharing Plan-9$31,451$15,292$1,699iApproximate average salary by contribution assumption: employee only about $42,478 at 4% or $28,319 at 6%; with 50% employer match about $28,319 at 4% or $18,879 at 6%; with 100% employer match about $21,239 at 4% or $14,159 at 6%.