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Wheeler Accountants LLP

San Jose, CA
Oregon
Registered In
04/26/2022
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Wheeler Accountants LLP at 1475 Saratoga Ave # 100, San Jose, Ca 95129 lists Jaclyn Skull and Matthew Wheeler of San Jose, CA as the associates.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Registered Limited Liability Partnership
Status
Active
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Jaclyn Skull Partner
1475 SARATOGA AVE # 100, SAN JOSE, CA 95129
Matthew Wheeler Partner
1475 SARATOGA AVE # 100, SAN JOSE, CA 95129
1475 SARATOGA AVE # 100, SAN JOSE, CA 95129 View Map

Financial Information for Wheeler Accountants LLP

Form 5500

WHEELER ACCOUNTANTS, LLP

1475 Saratoga Avenue Suite 100, San Jose, Ca 95129 (408) 252-1800 EIN:26-1508234 Plan Admin:Matt Wheeler
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameWHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY56 / 73 Assets BOY/EOY$3,574,313 / $3,722,443 2022 WHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN - Plan #001 56 / 73 $3,574,313 / $3,722,443
2022 Plan NameWHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY19 / 18 Assets BOY/EOY$912,774 / $748,212 2022 WHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN - Plan #002 19 / 18 $912,774 / $748,212
2022 Plan NameWHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN Plan #003 Participants BOY/EOY19 / 18 Assets BOY/EOY$225,885 / $240,617 2022 WHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN - Plan #003 19 / 18 $225,885 / $240,617
2021 Plan NameWHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY52 / 56 Assets BOY/EOY$2,784,845 / $3,574,313 2021 WHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN - Plan #001 52 / 56 $2,784,845 / $3,574,313
2021 Plan NameWHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY17 / 19 Assets BOY/EOY$650,255 / $912,774 2021 WHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN - Plan #002 17 / 19 $650,255 / $912,774
2021 Plan NameWHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN Plan #003 Participants BOY/EOY17 / 19 Assets BOY/EOY$164,667 / $225,885 2021 WHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN - Plan #003 17 / 19 $164,667 / $225,885
2020 Plan NameWHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY50 / 52 Assets BOY/EOY$2,194,968 / $2,784,845 2020 WHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN - Plan #001 50 / 52 $2,194,968 / $2,784,845
2020 Plan NameWHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY17 / 17 Assets BOY/EOY$564,548 / $650,255 2020 WHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN - Plan #002 17 / 17 $564,548 / $650,255
2020 Plan NameWHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN Plan #003 Participants BOY/EOY17 / 17 Assets BOY/EOY$150,944 / $164,667 2020 WHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN - Plan #003 17 / 17 $150,944 / $164,667
2019 Plan NameWHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY39 / 48 Assets BOY/EOY$1,827,563 / $2,194,968 2019 WHEELER ACCOUNTANTS, LLP 401(K) PROFIT SHARING PLAN - Plan #001 39 / 48 $1,827,563 / $2,194,968
2019 Plan NameWHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$335,217 / $564,548 2019 WHEELER ACCOUNTANTS, LLP CASH BALANCE PLAN - Plan #002 14 / 15 $335,217 / $564,548
2019 Plan NameWHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN Plan #003 Participants BOY/EOY16 / 15 Assets BOY/EOY$104,307 / $150,944 2019 WHEELER ACCOUNTANTS, LLP PROFIT SHARING PLAN - Plan #003 16 / 15 $104,307 / $150,944
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WHEELER ACCOUNTANTS, LLP

1475 Saratoga Ave STE 100, SAN JOSE, CA 95129 Industry:Offices of Certified Public Accountants Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$762,246 Forgiven$772,019 LenderSanta Cruz County Bank Jobs40 04/27/2020 $762,246 $772,019 Santa Cruz County Bank 40
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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