WHEELER CPA GROUP PC
Plan context: TIM WHEELER ACCOUNTANCY CORPORATION RETIREMENT PLAN
EIN 99-2607598 • Bozeman, MT • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$651,473
2025 Contributions
$92,253
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $651,473 | $92,253 | $10,250iApproximate average salary by contribution assumption: employee only about $256,258 at 4% or $170,839 at 6%; with 50% employer match about $170,839 at 4% or $113,893 at 6%; with 100% employer match about $128,129 at 4% or $85,419 at 6%. |
| TIM WHEELER ACCOUNTANCY CORPORATION RETIREMENT PLAN | - | 9 | $651,473 | $92,253 | $10,250iApproximate average salary by contribution assumption: employee only about $256,258 at 4% or $170,839 at 6%; with 50% employer match about $170,839 at 4% or $113,893 at 6%; with 100% employer match about $128,129 at 4% or $85,419 at 6%. |
| 2024 | 1 | 9 | $444,048 | $92,942 | $10,327iApproximate average salary by contribution assumption: employee only about $258,172 at 4% or $172,115 at 6%; with 50% employer match about $172,115 at 4% or $114,743 at 6%; with 100% employer match about $129,086 at 4% or $86,057 at 6%. |
| TIM WHEELER ACCOUNTANCY CORPORATION RETIREMENT PLAN | - | 9 | $444,048 | $92,942 | $10,327iApproximate average salary by contribution assumption: employee only about $258,172 at 4% or $172,115 at 6%; with 50% employer match about $172,115 at 4% or $114,743 at 6%; with 100% employer match about $129,086 at 4% or $86,057 at 6%. |