How big is Terry Lee Wheeler, D.D.S.'s plan?

Terry Lee Wheeler, D.D.S.'s plan reported $6.2M in assets and 9 participants for 2024.

Original filing (PDF)20251013111408NAL0000532019001

Terry Lee Wheeler, D.D.S.

Name: Terry Lee Wheeler, D.D.S. — Terry Lee Wheeler, Form 5500 (2024)
Creator: Terry Lee Wheeler, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terry Lee Wheeler, D.D.S. Profit Sharing Plan

Defined-contribution retirement plan · Terry Lee Wheeler, D.D.S.'s Terry Lee Wheeler, D.D.S. Profit Sharing Plan held $6.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Terry Lee Wheeler, D.D.S.'s EIN is 33-0105906.

EIN 33-0105906

Plan number 002

Plan year 2024

ACK ID 20251013111408NAL0000532019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Terry Lee Wheeler, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Terry Lee Wheeler, D.D.S.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRY LEE WHEELER, D.D.S..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

TERRY LEE WHEELER, D.D.S.

EIN

all filings

Address

23560 MADISON STREET, SUITE 214 · TORRANCE, CA · 90505

Phone

(310) 539-8616

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator