Civic Intelligence

Welis LLC

Plan context: Welis LLC 401(K) Profit Sharing Plan

EIN 04-3494037 • Norwood, MA • 21 filings • 4 plans

10 Oceana WayNorwood, MA 02062
Current Snapshot

Latest Year

2020

2020 Participants

20

2020 Assets

$5,309,965

2020 Contributions

$348,431

Historical Graphs

Total Assets Over Time

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

$5,309,965$2,654,983$0200020102019YearValue
$5,309,965Latest year 2019

Participants Over Time

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

20100200020102019YearValue
20Latest year 2019

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
202010$0$0-
Welis LLC 401(K) Profit Sharing Plan-0$0--
2019120$5,309,965$348,431$17,422iApproximate average salary by contribution assumption: employee only about $435,539 at 4% or $290,359 at 6%; with 50% employer match about $290,359 at 4% or $193,573 at 6%; with 100% employer match about $217,769 at 4% or $145,180 at 6%.
Welis LLC 401(K) Profit Sharing Plan-20$5,309,965$348,431$17,422iApproximate average salary by contribution assumption: employee only about $435,539 at 4% or $290,359 at 6%; with 50% employer match about $290,359 at 4% or $193,573 at 6%; with 100% employer match about $217,769 at 4% or $145,180 at 6%.
2018117$4,015,491$297,395$17,494iApproximate average salary by contribution assumption: employee only about $437,346 at 4% or $291,564 at 6%; with 50% employer match about $291,564 at 4% or $194,376 at 6%; with 100% employer match about $218,673 at 4% or $145,782 at 6%.
Welis LLC 401(K) Profit Sharing Plan-17$4,015,491$297,395$17,494iApproximate average salary by contribution assumption: employee only about $437,346 at 4% or $291,564 at 6%; with 50% employer match about $291,564 at 4% or $194,376 at 6%; with 100% employer match about $218,673 at 4% or $145,782 at 6%.
2017120$3,930,943$273,071$13,654iApproximate average salary by contribution assumption: employee only about $341,339 at 4% or $227,559 at 6%; with 50% employer match about $227,559 at 4% or $151,706 at 6%; with 100% employer match about $170,669 at 4% or $113,780 at 6%.
Welis LLC 401(K) Profit Sharing Plan-20$3,930,943$273,071$13,654iApproximate average salary by contribution assumption: employee only about $341,339 at 4% or $227,559 at 6%; with 50% employer match about $227,559 at 4% or $151,706 at 6%; with 100% employer match about $170,669 at 4% or $113,780 at 6%.
2016118$3,062,592$244,052$13,558iApproximate average salary by contribution assumption: employee only about $338,961 at 4% or $225,974 at 6%; with 50% employer match about $225,974 at 4% or $150,649 at 6%; with 100% employer match about $169,481 at 4% or $112,987 at 6%.
Welis LLC 401(K) Profit Sharing Plan-18$3,062,592$244,052$13,558iApproximate average salary by contribution assumption: employee only about $338,961 at 4% or $225,974 at 6%; with 50% employer match about $225,974 at 4% or $150,649 at 6%; with 100% employer match about $169,481 at 4% or $112,987 at 6%.
2015115$2,612,378$217,473$14,498iApproximate average salary by contribution assumption: employee only about $362,455 at 4% or $241,637 at 6%; with 50% employer match about $241,637 at 4% or $161,091 at 6%; with 100% employer match about $181,228 at 4% or $120,818 at 6%.
Welis LLC 401(K) Profit Sharing Plan-15$2,612,378$217,473$14,498iApproximate average salary by contribution assumption: employee only about $362,455 at 4% or $241,637 at 6%; with 50% employer match about $241,637 at 4% or $161,091 at 6%; with 100% employer match about $181,228 at 4% or $120,818 at 6%.
2014116$3,426,218$205,566$12,848iApproximate average salary by contribution assumption: employee only about $321,197 at 4% or $214,131 at 6%; with 50% employer match about $214,131 at 4% or $142,754 at 6%; with 100% employer match about $160,598 at 4% or $107,066 at 6%.
Welis LLC 401(K) Profit Sharing Plan-16$3,426,218$205,566$12,848iApproximate average salary by contribution assumption: employee only about $321,197 at 4% or $214,131 at 6%; with 50% employer match about $214,131 at 4% or $142,754 at 6%; with 100% employer match about $160,598 at 4% or $107,066 at 6%.
2013113$2,980,169$192,038$14,772iApproximate average salary by contribution assumption: employee only about $369,304 at 4% or $246,203 at 6%; with 50% employer match about $246,203 at 4% or $164,135 at 6%; with 100% employer match about $184,652 at 4% or $123,101 at 6%.
Welis LLC 401(K) Profit Sharing Plan-13$2,980,169$192,038$14,772iApproximate average salary by contribution assumption: employee only about $369,304 at 4% or $246,203 at 6%; with 50% employer match about $246,203 at 4% or $164,135 at 6%; with 100% employer match about $184,652 at 4% or $123,101 at 6%.
2012114$2,247,495$157,254$11,232iApproximate average salary by contribution assumption: employee only about $280,811 at 4% or $187,207 at 6%; with 50% employer match about $187,207 at 4% or $124,805 at 6%; with 100% employer match about $140,405 at 4% or $93,604 at 6%.
Welis LLC 401(K) Profit Sharing Plan-14$2,247,495$157,254$11,232iApproximate average salary by contribution assumption: employee only about $280,811 at 4% or $187,207 at 6%; with 50% employer match about $187,207 at 4% or $124,805 at 6%; with 100% employer match about $140,405 at 4% or $93,604 at 6%.
201118$1,881,813$155,557$19,445iApproximate average salary by contribution assumption: employee only about $486,116 at 4% or $324,077 at 6%; with 50% employer match about $324,077 at 4% or $216,051 at 6%; with 100% employer match about $243,058 at 4% or $162,039 at 6%.
Welis LLC 401(K) Profit Sharing Plan-8$1,881,813$155,557$19,445iApproximate average salary by contribution assumption: employee only about $486,116 at 4% or $324,077 at 6%; with 50% employer match about $324,077 at 4% or $216,051 at 6%; with 100% employer match about $243,058 at 4% or $162,039 at 6%.
2010110$1,711,605$118,408$11,841iApproximate average salary by contribution assumption: employee only about $296,020 at 4% or $197,347 at 6%; with 50% employer match about $197,347 at 4% or $131,564 at 6%; with 100% employer match about $148,010 at 4% or $98,673 at 6%.
Welis LLC 401(K) Profit Sharing Plan-10$1,711,605$118,408$11,841iApproximate average salary by contribution assumption: employee only about $296,020 at 4% or $197,347 at 6%; with 50% employer match about $197,347 at 4% or $131,564 at 6%; with 100% employer match about $148,010 at 4% or $98,673 at 6%.
200919$1,460,404$117,752$13,084iApproximate average salary by contribution assumption: employee only about $327,089 at 4% or $218,059 at 6%; with 50% employer match about $218,059 at 4% or $145,373 at 6%; with 100% employer match about $163,544 at 4% or $109,030 at 6%.
Welis LLC 401(K) Profit Sharing Plan-9$1,460,404$117,752$13,084iApproximate average salary by contribution assumption: employee only about $327,089 at 4% or $218,059 at 6%; with 50% employer match about $218,059 at 4% or $145,373 at 6%; with 100% employer match about $163,544 at 4% or $109,030 at 6%.
200817$1,223,901$100,199$14,314iApproximate average salary by contribution assumption: employee only about $357,854 at 4% or $238,569 at 6%; with 50% employer match about $238,569 at 4% or $159,046 at 6%; with 100% employer match about $178,927 at 4% or $119,285 at 6%.
Welis LLC 401(K) Profit Sharing Plan-7$1,223,901$100,199$14,314iApproximate average salary by contribution assumption: employee only about $357,854 at 4% or $238,569 at 6%; with 50% employer match about $238,569 at 4% or $159,046 at 6%; with 100% employer match about $178,927 at 4% or $119,285 at 6%.
200717$1,635,955$77,370$11,053iApproximate average salary by contribution assumption: employee only about $276,321 at 4% or $184,214 at 6%; with 50% employer match about $184,214 at 4% or $122,810 at 6%; with 100% employer match about $138,161 at 4% or $92,107 at 6%.
Welis LLC 401(K) Profit Sharing Plan-7$1,635,955$77,370$11,053iApproximate average salary by contribution assumption: employee only about $276,321 at 4% or $184,214 at 6%; with 50% employer match about $184,214 at 4% or $122,810 at 6%; with 100% employer match about $138,161 at 4% or $92,107 at 6%.
200617$1,645,877$63,945$9,135iApproximate average salary by contribution assumption: employee only about $228,375 at 4% or $152,250 at 6%; with 50% employer match about $152,250 at 4% or $101,500 at 6%; with 100% employer match about $114,188 at 4% or $76,125 at 6%.
Welis LLC 401(K) Profit Sharing Plan-7$1,645,877$63,945$9,135iApproximate average salary by contribution assumption: employee only about $228,375 at 4% or $152,250 at 6%; with 50% employer match about $152,250 at 4% or $101,500 at 6%; with 100% employer match about $114,188 at 4% or $76,125 at 6%.
200516$1,363,469$207,104$34,517iApproximate average salary by contribution assumption: employee only about $862,933 at 4% or $575,289 at 6%; with 50% employer match about $575,289 at 4% or $383,526 at 6%; with 100% employer match about $431,467 at 4% or $287,644 at 6%.
Welis LLC 401(K) Profit Sharing Plan-6$1,363,469$207,104$34,517iApproximate average salary by contribution assumption: employee only about $862,933 at 4% or $575,289 at 6%; with 50% employer match about $575,289 at 4% or $383,526 at 6%; with 100% employer match about $431,467 at 4% or $287,644 at 6%.
200416$1,070,800$234,641$39,107iApproximate average salary by contribution assumption: employee only about $977,671 at 4% or $651,781 at 6%; with 50% employer match about $651,781 at 4% or $434,520 at 6%; with 100% employer match about $488,835 at 4% or $325,890 at 6%.
Welis LLC 401(K) Profit Sharing Plan-6$1,070,800$234,641$39,107iApproximate average salary by contribution assumption: employee only about $977,671 at 4% or $651,781 at 6%; with 50% employer match about $651,781 at 4% or $434,520 at 6%; with 100% employer match about $488,835 at 4% or $325,890 at 6%.
200315$766,059$69,636$13,927iApproximate average salary by contribution assumption: employee only about $348,180 at 4% or $232,120 at 6%; with 50% employer match about $232,120 at 4% or $154,747 at 6%; with 100% employer match about $174,090 at 4% or $116,060 at 6%.
Welis LLC 401(K) Profit Sharing Plan-5$766,059$69,636$13,927iApproximate average salary by contribution assumption: employee only about $348,180 at 4% or $232,120 at 6%; with 50% employer match about $232,120 at 4% or $154,747 at 6%; with 100% employer match about $174,090 at 4% or $116,060 at 6%.
200215$639,160$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Welis LLC 401(K) Profit Sharing Plan-5$639,160$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200114$558,248$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Welis LLC 401(K) Profit Sharing Plan-4$558,248$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
200015$465,604$485,171$97,034iApproximate average salary by contribution assumption: employee only about $2,425,855 at 4% or $1,617,237 at 6%; with 50% employer match about $1,617,237 at 4% or $1,078,158 at 6%; with 100% employer match about $1,212,928 at 4% or $808,618 at 6%.
Welis LLC 401(K) Profit Sharing Plan-5$465,604$485,171$97,034iApproximate average salary by contribution assumption: employee only about $2,425,855 at 4% or $1,617,237 at 6%; with 50% employer match about $1,617,237 at 4% or $1,078,158 at 6%; with 100% employer match about $1,212,928 at 4% or $808,618 at 6%.