Civic Intelligence

Elizabeth R. Wellborn P.A.

Plan context: Elizabeth R. Wellborn P.A. 401(K) Plan

EIN 20-0068158 • Deerfield Beach, FL • 6 filings • 1 plans

30 Jim Morgan Blvd, Ste 100Deerfield Beach, FL 33441
Current Snapshot

Latest Year

2019

2019 Participants

24

2019 Assets

$530,952

2019 Contributions

$131,534

Historical Graphs

Total Assets Over Time

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

$793,757$396,879$0201220142019YearValue
$530,952Latest year 2019

Participants Over Time

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

188940201220142019YearValue
24Latest 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
2019124$530,952$131,534$5,481iApproximate average salary by contribution assumption: employee only about $137,015 at 4% or $91,343 at 6%; with 50% employer match about $91,343 at 4% or $60,895 at 6%; with 100% employer match about $68,507 at 4% or $45,672 at 6%.
Elizabeth R. Wellborn P.A. 401(K) Plan-24$530,952$131,534$5,481iApproximate average salary by contribution assumption: employee only about $137,015 at 4% or $91,343 at 6%; with 50% employer match about $91,343 at 4% or $60,895 at 6%; with 100% employer match about $68,507 at 4% or $45,672 at 6%.
201610$0$1,489-
Elizabeth R. Wellborn P.A. 401(K) Plan-0$0$1,489-
2015124$530,952$131,534$5,481iApproximate average salary by contribution assumption: employee only about $137,015 at 4% or $91,343 at 6%; with 50% employer match about $91,343 at 4% or $60,895 at 6%; with 100% employer match about $68,507 at 4% or $45,672 at 6%.
Elizabeth R. Wellborn P.A. 401(K) Plan-24$530,952$131,534$5,481iApproximate average salary by contribution assumption: employee only about $137,015 at 4% or $91,343 at 6%; with 50% employer match about $91,343 at 4% or $60,895 at 6%; with 100% employer match about $68,507 at 4% or $45,672 at 6%.
2014188$793,757$264,047$3,001iApproximate average salary by contribution assumption: employee only about $75,013 at 4% or $50,009 at 6%; with 50% employer match about $50,009 at 4% or $33,339 at 6%; with 100% employer match about $37,507 at 4% or $25,004 at 6%.
Elizabeth R. Wellborn P.A. 401(K) Plan-88$793,757$264,047$3,001iApproximate average salary by contribution assumption: employee only about $75,013 at 4% or $50,009 at 6%; with 50% employer match about $50,009 at 4% or $33,339 at 6%; with 100% employer match about $37,507 at 4% or $25,004 at 6%.
20131188$737,309$334,690$1,780iApproximate average salary by contribution assumption: employee only about $44,507 at 4% or $29,671 at 6%; with 50% employer match about $29,671 at 4% or $19,781 at 6%; with 100% employer match about $22,253 at 4% or $14,836 at 6%.
Elizabeth R. Wellborn P.A. 401(K) Plan-188$737,309$334,690$1,780iApproximate average salary by contribution assumption: employee only about $44,507 at 4% or $29,671 at 6%; with 50% employer match about $29,671 at 4% or $19,781 at 6%; with 100% employer match about $22,253 at 4% or $14,836 at 6%.
20121149$465,925$249,367$1,674iApproximate average salary by contribution assumption: employee only about $41,840 at 4% or $27,893 at 6%; with 50% employer match about $27,893 at 4% or $18,596 at 6%; with 100% employer match about $20,920 at 4% or $13,947 at 6%.
Elizabeth R. Wellborn P.A. 401(K) Plan-149$465,925$249,367$1,674iApproximate average salary by contribution assumption: employee only about $41,840 at 4% or $27,893 at 6%; with 50% employer match about $27,893 at 4% or $18,596 at 6%; with 100% employer match about $20,920 at 4% or $13,947 at 6%.