Civic Intelligence

Wells Financial Advisors Inc.

Plan context: Wells Financial Advisors Inc. 401K Profit Sharing Plan

EIN 04-3318813 • Framingham, MA • 16 filings • 4 plans

161 Worcester RoadFramingham, MA 01701
Current Snapshot

Latest Year

2011

2011 Participants

3

2011 Assets

$838,358

2011 Contributions

$40,620

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$838,358$419,179$0199920052010YearValue
$838,358Latest year 2010

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320199920052010YearValue
3Latest year 2010

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201110$0$40,620-
Wells Financial Advisors Inc. 401K Profit Sharing Plan-0$0$40,620-
201013$838,358$39,670$13,223iApproximate average salary by contribution assumption: employee only about $330,583 at 4% or $220,389 at 6%; with 50% employer match about $220,389 at 4% or $146,926 at 6%; with 100% employer match about $165,292 at 4% or $110,194 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$838,358$39,670$13,223iApproximate average salary by contribution assumption: employee only about $330,583 at 4% or $220,389 at 6%; with 50% employer match about $220,389 at 4% or $146,926 at 6%; with 100% employer match about $165,292 at 4% or $110,194 at 6%.
200913$674,529$36,132$12,044iApproximate average salary by contribution assumption: employee only about $301,100 at 4% or $200,733 at 6%; with 50% employer match about $200,733 at 4% or $133,822 at 6%; with 100% employer match about $150,550 at 4% or $100,367 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$674,529$36,132$12,044iApproximate average salary by contribution assumption: employee only about $301,100 at 4% or $200,733 at 6%; with 50% employer match about $200,733 at 4% or $133,822 at 6%; with 100% employer match about $150,550 at 4% or $100,367 at 6%.
200813$531,976$42,094$14,031iApproximate average salary by contribution assumption: employee only about $350,783 at 4% or $233,856 at 6%; with 50% employer match about $233,856 at 4% or $155,904 at 6%; with 100% employer match about $175,392 at 4% or $116,928 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$531,976$42,094$14,031iApproximate average salary by contribution assumption: employee only about $350,783 at 4% or $233,856 at 6%; with 50% employer match about $233,856 at 4% or $155,904 at 6%; with 100% employer match about $175,392 at 4% or $116,928 at 6%.
200713$659,086$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$659,086$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
200613$539,941$36,350$12,117iApproximate average salary by contribution assumption: employee only about $302,917 at 4% or $201,944 at 6%; with 50% employer match about $201,944 at 4% or $134,630 at 6%; with 100% employer match about $151,458 at 4% or $100,972 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$539,941$36,350$12,117iApproximate average salary by contribution assumption: employee only about $302,917 at 4% or $201,944 at 6%; with 50% employer match about $201,944 at 4% or $134,630 at 6%; with 100% employer match about $151,458 at 4% or $100,972 at 6%.
200513$454,656$26,149$8,716iApproximate average salary by contribution assumption: employee only about $217,908 at 4% or $145,272 at 6%; with 50% employer match about $145,272 at 4% or $96,848 at 6%; with 100% employer match about $108,954 at 4% or $72,636 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$454,656$26,149$8,716iApproximate average salary by contribution assumption: employee only about $217,908 at 4% or $145,272 at 6%; with 50% employer match about $145,272 at 4% or $96,848 at 6%; with 100% employer match about $108,954 at 4% or $72,636 at 6%.
200413$407,056$23,435$7,812iApproximate average salary by contribution assumption: employee only about $195,292 at 4% or $130,194 at 6%; with 50% employer match about $130,194 at 4% or $86,796 at 6%; with 100% employer match about $97,646 at 4% or $65,097 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$407,056$23,435$7,812iApproximate average salary by contribution assumption: employee only about $195,292 at 4% or $130,194 at 6%; with 50% employer match about $130,194 at 4% or $86,796 at 6%; with 100% employer match about $97,646 at 4% or $65,097 at 6%.
200313$349,588$210,337$70,112iApproximate average salary by contribution assumption: employee only about $1,752,808 at 4% or $1,168,539 at 6%; with 50% employer match about $1,168,539 at 4% or $779,026 at 6%; with 100% employer match about $876,404 at 4% or $584,269 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3$349,588$210,337$70,112iApproximate average salary by contribution assumption: employee only about $1,752,808 at 4% or $1,168,539 at 6%; with 50% employer match about $1,168,539 at 4% or $779,026 at 6%; with 100% employer match about $876,404 at 4% or $584,269 at 6%.
200212$123,796$45,904$22,952iApproximate average salary by contribution assumption: employee only about $573,800 at 4% or $382,533 at 6%; with 50% employer match about $382,533 at 4% or $255,022 at 6%; with 100% employer match about $286,900 at 4% or $191,267 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-2$123,796$45,904$22,952iApproximate average salary by contribution assumption: employee only about $573,800 at 4% or $382,533 at 6%; with 50% employer match about $382,533 at 4% or $255,022 at 6%; with 100% employer match about $286,900 at 4% or $191,267 at 6%.
200123$0$0-
Wells Financial Advisors Inc. Money Purchase Plan and Trust-0---
Wells Financial Advisors Inc. 401K Profit Sharing Plan-3---
200022$99,116$13,018$6,509iApproximate average salary by contribution assumption: employee only about $162,725 at 4% or $108,483 at 6%; with 50% employer match about $108,483 at 4% or $72,322 at 6%; with 100% employer match about $81,363 at 4% or $54,242 at 6%.
Wells Financial Advisors Inc. Money Purchase Plan and Trust-2$75,336--
Wells Financial Advisors Inc. 401K Profit Sharing Plan-2$23,780$13,018$6,509iApproximate average salary by contribution assumption: employee only about $162,725 at 4% or $108,483 at 6%; with 50% employer match about $108,483 at 4% or $72,322 at 6%; with 100% employer match about $81,363 at 4% or $54,242 at 6%.
199921$147,448$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Wells Financial Advisors Inc. Money Purchase Plan and Trust-1$131,726$16,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Wells Financial Advisors Inc. 401K Profit Sharing Plan-1$15,722$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.