Robert Wm. Wheeler CPA Inc.
Plan context: Robert Wm. Wheeler, CPA Inc. 401K P/S Plan
EIN 95-4806944 • Santa Monica, CA • 8 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
11
2017 Assets
$185,592
2017 Contributions
$45,494
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 11 | $185,592 | $45,494 | $4,136iApproximate average salary by contribution assumption: employee only about $103,395 at 4% or $68,930 at 6%; with 50% employer match about $68,930 at 4% or $45,954 at 6%; with 100% employer match about $51,698 at 4% or $34,465 at 6%. |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 11 | $185,592 | $45,494 | $4,136iApproximate average salary by contribution assumption: employee only about $103,395 at 4% or $68,930 at 6%; with 50% employer match about $68,930 at 4% or $45,954 at 6%; with 100% employer match about $51,698 at 4% or $34,465 at 6%. |
| 2016 | 1 | 9 | $128,575 | $46,442 | $5,160iApproximate average salary by contribution assumption: employee only about $129,006 at 4% or $86,004 at 6%; with 50% employer match about $86,004 at 4% or $57,336 at 6%; with 100% employer match about $64,503 at 4% or $43,002 at 6%. |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 9 | $128,575 | $46,442 | $5,160iApproximate average salary by contribution assumption: employee only about $129,006 at 4% or $86,004 at 6%; with 50% employer match about $86,004 at 4% or $57,336 at 6%; with 100% employer match about $64,503 at 4% or $43,002 at 6%. |
| 2015 | 1 | 9 | $80,792 | $47,655 | $5,295iApproximate average salary by contribution assumption: employee only about $132,375 at 4% or $88,250 at 6%; with 50% employer match about $88,250 at 4% or $58,833 at 6%; with 100% employer match about $66,188 at 4% or $44,125 at 6%. |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 9 | $80,792 | $47,655 | $5,295iApproximate average salary by contribution assumption: employee only about $132,375 at 4% or $88,250 at 6%; with 50% employer match about $88,250 at 4% or $58,833 at 6%; with 100% employer match about $66,188 at 4% or $44,125 at 6%. |
| 2014 | 1 | 6 | $37,755 | $38,470 | $6,412iApproximate average salary by contribution assumption: employee only about $160,292 at 4% or $106,861 at 6%; with 50% employer match about $106,861 at 4% or $71,241 at 6%; with 100% employer match about $80,146 at 4% or $53,431 at 6%. |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 6 | $37,755 | $38,470 | $6,412iApproximate average salary by contribution assumption: employee only about $160,292 at 4% or $106,861 at 6%; with 50% employer match about $106,861 at 4% or $71,241 at 6%; with 100% employer match about $80,146 at 4% or $53,431 at 6%. |
| 2009 | 1 | 0 | $0 | $3,034 | - |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 0 | - | $3,034 | - |
| 2008 | 1 | 2 | $31,011 | $27,092 | $13,546iApproximate average salary by contribution assumption: employee only about $338,650 at 4% or $225,767 at 6%; with 50% employer match about $225,767 at 4% or $150,511 at 6%; with 100% employer match about $169,325 at 4% or $112,883 at 6%. |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 2 | $31,011 | $27,092 | $13,546iApproximate average salary by contribution assumption: employee only about $338,650 at 4% or $225,767 at 6%; with 50% employer match about $225,767 at 4% or $150,511 at 6%; with 100% employer match about $169,325 at 4% or $112,883 at 6%. |
| 2007 | 1 | 4 | $13,090 | $13,074 | $3,269iApproximate average salary by contribution assumption: employee only about $81,713 at 4% or $54,475 at 6%; with 50% employer match about $54,475 at 4% or $36,317 at 6%; with 100% employer match about $40,856 at 4% or $27,238 at 6%. |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 4 | $13,090 | $13,074 | $3,269iApproximate average salary by contribution assumption: employee only about $81,713 at 4% or $54,475 at 6%; with 50% employer match about $54,475 at 4% or $36,317 at 6%; with 100% employer match about $40,856 at 4% or $27,238 at 6%. |
| 2006 | 1 | 2 | $0 | $0 | - |
| Robert Wm. Wheeler, CPA Inc. 401K P/S Plan | - | 2 | - | - | - |