Logo

ROBERT WM. WHEELER, CPA, INC. 401(K) PLAN 401k Plan overview

Plan NameROBERT WM. WHEELER, CPA, INC. 401(K) PLAN
Plan identification number 001

ROBERT WM. WHEELER, CPA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHEELER AND BI, LLP has sponsored the creation of one or more 401k plans.

Company Name:WHEELER AND BI, LLP
Employer identification number (EIN):832997236
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WM. WHEELER, CPA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-08-30
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-08-11
0012021-01-01TARA EVANS2022-09-23
0012021-01-01TARA EVANS2022-12-28
0012020-01-01PHIL TISUE2021-09-17
0012020-01-01PHIL TISUE2021-12-02
0012019-01-01PHIL TISUE2020-10-08
0012018-01-01PHIL TISUE2019-07-11

Financial Data on ROBERT WM. WHEELER, CPA, INC. 401(K) PLAN

Measure Date Value
2025 : ROBERT WM. WHEELER, CPA, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-2935033
Net assets as of the end of the plan year2025-08-29380930
Total assets as of the beginning of the plan year2025-08-29314331
Value of plan covered by a fidelity bond2025-08-29500000
Participant contributions to plan in this plan year2025-08-2942500
Other income to plan in this plan year2025-08-2951429
Plan net income in this plan year2025-08-2966599
Net assets as of the end of the plan year2025-08-29380930
Net assets as of the beginning of the plan year2025-08-29314331
Employer contributions to plan in this plan year2025-08-297703
Fees paid to broker by Benefit Provider2025-08-291402
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-293680
2024 : ROBERT WM. WHEELER, CPA, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-300
Total expenses incurred by plan in this plan year2024-08-302680
Net assets as of the end of the plan year2024-08-30314331
Total assets as of the beginning of the plan year2024-08-30218742
Value of plan covered by a fidelity bond2024-08-30500000
Participant contributions to plan in this plan year2024-08-3044200
Other expenses paid from plan in this plan year2024-08-300
Other contributions to plan in this plan year2024-08-300
Other income to plan in this plan year2024-08-3046069
Plan net income in this plan year2024-08-3095589
Net assets as of the end of the plan year2024-08-30314331
Net assets as of the beginning of the plan year2024-08-30218742
Employer contributions to plan in this plan year2024-08-308000
Fees paid to broker by Benefit Provider2024-08-301037
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-302680
2022 : ROBERT WM. WHEELER, CPA, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-12-28182796
Net assets as of the end of the plan year2022-12-28202835
Total assets as of the beginning of the plan year2022-12-28293437
Value of plan covered by a fidelity bond2022-12-28500000
Participant contributions to plan in this plan year2022-12-2844200
Other income to plan in this plan year2022-12-2839994
Plan net income in this plan year2022-12-28-90602
Net assets as of the end of the plan year2022-12-28202835
Net assets as of the beginning of the plan year2022-12-28293437
Employer contributions to plan in this plan year2022-12-288000
Fees paid to broker by Benefit Provider2022-12-28892
Expensese paid to adminstrative service provicers from plan in this plan year2022-12-281601

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1