OpenERISAForm 5500 plan search

Wheeler Accountants, LLP

San Jose, CA, 95129

EIN 26-1508234

Plans: 3
Total participants: 341
Filing years: 2024, 2023, 2022, 2021, 2020
NAICS: 541211

Plan sponsors in California Professional, Scientific & Technical Services

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2024	Form 5500-SF	001	Wheeler Accountants, LLP 401(K) Profit Sharing Plan	45
2023	Form 5500-SF	001	Wheeler Accountants, LLP 401(K) Profit Sharing Plan	50
2023	Form 5500-SF	002	Wheeler Accountants, LLP Cash Balance Plan	12
2023	Form 5500-SF	002	Wheeler Accountants, LLP Cash Balance Plan	0
2023	Form 5500-SF	003	Wheeler Accountants, LLP Profit Sharing Plan	16
2023	Form 5500-SF	003	Wheeler Accountants, LLP Profit Sharing Plan	0
2022	Form 5500-SF	001	Wheeler Accountants, LLP 401(K) Profit Sharing Plan	55
2022	Form 5500-SF	002	Wheeler Accountants, LLP Cash Balance Plan	16
2022	Form 5500-SF	003	Wheeler Accountants, LLP Profit Sharing Plan	16
2021	Form 5500-SF	001	Wheeler Accountants, LLP 401(K) Profit Sharing Plan	35
2021	Form 5500-SF	002	Wheeler Accountants, LLP Cash Balance Plan	17
2021	Form 5500-SF	003	Wheeler Accountants, LLP Profit Sharing Plan	17
2020	Form 5500-SF	001	Wheeler Accountants, LLP 401(K) Profit Sharing Plan	34
2020	Form 5500-SF	002	Wheeler Accountants, LLP Cash Balance Plan	14
2020	Form 5500-SF	003	Wheeler Accountants, LLP Profit Sharing Plan	14

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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