Civic Intelligence

James M. Wells, DDS, PA

Plan context: James M. Wells, Dds, Pa Defined Benefit Pension Plan

EIN 20-3904496 • 8 filings • 1 plans

Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$274,670

2013 Contributions

$18,084

Historical Graphs

Total Assets Over Time

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

$274,670$137,335$0200620102012YearValue
$274,670Latest year 2012

Participants Over Time

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

740200620092012YearValue
5Latest year 2012

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
201310$0$0-
James M. Wells, Dds, Pa Defined Benefit Pension Plan-0---
201215$274,670$0-
James M. Wells, Dds, Pa Defined Benefit Pension Plan-5$274,670--
201116$258,347$0-
James M. Wells, Dds, Pa Defined Benefit Pension Plan-6$258,347--
201016$269,975$0-
James M. Wells, Dds, Pa Defined Benefit Pension Plan-6$269,975--
200917$250,308$0-
James M. Wells, Dds, Pa Defined Benefit Pension Plan-7$250,308--
200815$223,257$18,084$3,617iApproximate average salary by contribution assumption: employee only about $90,420 at 4% or $60,280 at 6%; with 50% employer match about $60,280 at 4% or $40,187 at 6%; with 100% employer match about $45,210 at 4% or $30,140 at 6%.
James M. Wells, Dds, Pa Defined Benefit Pension Plan-5$223,257$18,084$3,617iApproximate average salary by contribution assumption: employee only about $90,420 at 4% or $60,280 at 6%; with 50% employer match about $60,280 at 4% or $40,187 at 6%; with 100% employer match about $45,210 at 4% or $30,140 at 6%.
200714$0$0-
James M. Wells, Dds, Pa Defined Benefit Pension Plan-4---
200615$101,493$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%.
James M. Wells, Dds, Pa Defined Benefit Pension Plan-5$101,493$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%.