P 401(k) Plan Report

Stable plan record

JAMES M WHEELER MD MPH PA 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by JAMES M WHEELER MD MPH PA · EIN/PN 760440211-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,714
Administrative cost per participant
2025
$8
Active participants
2025
8
Total plan assets
2025
$1,338,128
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260702103049NAL00253990260018$2,714
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.