How many benefit plans does Wheeler Clinic Inc. report on Form 5500?

Wheeler Clinic Inc. (EIN 06-0867065) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wheeler Clinic Inc.?

The Employer Identification Number (EIN) reported for Wheeler Clinic Inc. is 06-0867065.

What is the latest Form 5500 filing year for Wheeler Clinic Inc.?

The latest loaded Form 5500 filing year for Wheeler Clinic Inc. is 2023.

Wheeler Clinic Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wheeler Clinic Inc. (EIN 06-0867065) is a plan sponsor located in Plainville, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 06-0867065
Location: Plainville, CT
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $50,147,321
Total reported net assets (EOY): $50,147,321

Contributions & income

Employer contributions: $1,834,320
Participant contributions: $2,622,643
Total income / additions: $12,194,358

Expenses & distributions

Benefits paid / distributions: $4,398,971
Total expenses: $4,613,340
Net increase / (decrease): $7,581,018

Coverage

Total reported participants: 3,792
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wheeler Clinic Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wheeler Clinic, Inc. 403(B) Plan	004	2,326	$50,147,321	2023
Wheeler Clinic Employee Assistance Program	502	762	not reported in the loaded dataset	2023
Wheeler Clinic Inc. Employee Group Insurance Plans	501	704	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wheeler Clinic Inc.
Year	Plan	Participants	Schedules	Filing
2023	Wheeler Clinic Employee Assistance Program	762	—	20241015095425NAL0014350995001
2023	Wheeler Clinic, Inc. 403(B) Plan	2,326	H, C	20241015105542NAL0029319697001
2023	Wheeler Clinic Inc. Employee Group Insurance Plans	704	—	20241212095734NAL0007755043001