How big is Dr. Thomas L. Wheeler's plan?

Dr. Thomas L. Wheeler's plan reported $245K in assets and 3 participants for 2024.

Original filing (PDF)20250519123226NAL0000795440001

Dr. Thomas L. Wheeler

Name: Dr. Thomas L. Wheeler — Dr. Thomas L. Wheeler Profit, Form 5500 (2024)
Creator: Dr. Thomas L. Wheeler
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Thomas L. Wheeler Profit Sharing Plan

401(k) retirement plan · Dr. Thomas L. Wheeler's Dr. Thomas L. Wheeler Profit Sharing Plan held $245K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Thomas L. Wheeler signed Dr. Thomas L. Wheeler's 2024 Form 5500 as plan administrator.

Thomas L. Wheeler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. Thomas L. Wheeler's EIN is 63-0719589.

EIN 63-0719589

Plan number 001

Plan year 2024

ACK ID 20250519123226NAL0000795440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Thomas L. Wheeler from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Thomas L. Wheeler's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. THOMAS L. WHEELER.

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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