Civic Intelligence

Wells & Wells, P.A.

Plan context: Thomas O. Wells, P.A. 401(K) P/S Plan

EIN 26-1748032 • Coral Gables, FL • 11 filings • 2 plans

901 Ponce DE Leon Blvd Ste 200Coral Gables, FL 33134
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,871,135

2021 Contributions

$63,108

Historical Graphs

Total Assets Over Time

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

$1,871,135$935,568$0201120162021YearValue
$1,871,135Latest year 2021

Participants Over Time

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

210201120162021YearValue
2Latest year 2021

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
202112$1,871,135$63,108$31,554iApproximate average salary by contribution assumption: employee only about $788,850 at 4% or $525,900 at 6%; with 50% employer match about $525,900 at 4% or $350,600 at 6%; with 100% employer match about $394,425 at 4% or $262,950 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-2$1,871,135$63,108$31,554iApproximate average salary by contribution assumption: employee only about $788,850 at 4% or $525,900 at 6%; with 50% employer match about $525,900 at 4% or $350,600 at 6%; with 100% employer match about $394,425 at 4% or $262,950 at 6%.
202012$1,625,861$121,380$60,690iApproximate average salary by contribution assumption: employee only about $1,517,250 at 4% or $1,011,500 at 6%; with 50% employer match about $1,011,500 at 4% or $674,333 at 6%; with 100% employer match about $758,625 at 4% or $505,750 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-2$1,625,861$121,380$60,690iApproximate average salary by contribution assumption: employee only about $1,517,250 at 4% or $1,011,500 at 6%; with 50% employer match about $1,011,500 at 4% or $674,333 at 6%; with 100% employer match about $758,625 at 4% or $505,750 at 6%.
201912$1,282,227$909,840$454,920iApproximate average salary by contribution assumption: employee only about $11,373,000 at 4% or $7,582,000 at 6%; with 50% employer match about $7,582,000 at 4% or $5,054,667 at 6%; with 100% employer match about $5,686,500 at 4% or $3,791,000 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-2$1,282,227$909,840$454,920iApproximate average salary by contribution assumption: employee only about $11,373,000 at 4% or $7,582,000 at 6%; with 50% employer match about $7,582,000 at 4% or $5,054,667 at 6%; with 100% employer match about $5,686,500 at 4% or $3,791,000 at 6%.
201811$248,977$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-1$248,977$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201711$239,613$29,752$29,752iApproximate average salary by contribution assumption: employee only about $743,800 at 4% or $495,867 at 6%; with 50% employer match about $495,867 at 4% or $330,578 at 6%; with 100% employer match about $371,900 at 4% or $247,933 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-1$239,613$29,752$29,752iApproximate average salary by contribution assumption: employee only about $743,800 at 4% or $495,867 at 6%; with 50% employer match about $495,867 at 4% or $330,578 at 6%; with 100% employer match about $371,900 at 4% or $247,933 at 6%.
201612$188,155$31,406$15,703iApproximate average salary by contribution assumption: employee only about $392,575 at 4% or $261,717 at 6%; with 50% employer match about $261,717 at 4% or $174,478 at 6%; with 100% employer match about $196,288 at 4% or $130,858 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-2$188,155$31,406$15,703iApproximate average salary by contribution assumption: employee only about $392,575 at 4% or $261,717 at 6%; with 50% employer match about $261,717 at 4% or $174,478 at 6%; with 100% employer match about $196,288 at 4% or $130,858 at 6%.
201511$146,269$29,640$29,640iApproximate average salary by contribution assumption: employee only about $741,000 at 4% or $494,000 at 6%; with 50% employer match about $494,000 at 4% or $329,333 at 6%; with 100% employer match about $370,500 at 4% or $247,000 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-1$146,269$29,640$29,640iApproximate average salary by contribution assumption: employee only about $741,000 at 4% or $494,000 at 6%; with 50% employer match about $494,000 at 4% or $329,333 at 6%; with 100% employer match about $370,500 at 4% or $247,000 at 6%.
201411$115,282$27,800$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-1$115,282$27,800$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
201311$83,520$27,800$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-1$83,520$27,800$27,800iApproximate average salary by contribution assumption: employee only about $695,000 at 4% or $463,333 at 6%; with 50% employer match about $463,333 at 4% or $308,889 at 6%; with 100% employer match about $347,500 at 4% or $231,667 at 6%.
201211$48,196$21,800$21,800iApproximate average salary by contribution assumption: employee only about $545,000 at 4% or $363,333 at 6%; with 50% employer match about $363,333 at 4% or $242,222 at 6%; with 100% employer match about $272,500 at 4% or $181,667 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-1$48,196$21,800$21,800iApproximate average salary by contribution assumption: employee only about $545,000 at 4% or $363,333 at 6%; with 50% employer match about $363,333 at 4% or $242,222 at 6%; with 100% employer match about $272,500 at 4% or $181,667 at 6%.
201111$23,732$23,381$23,381iApproximate average salary by contribution assumption: employee only about $584,525 at 4% or $389,683 at 6%; with 50% employer match about $389,683 at 4% or $259,789 at 6%; with 100% employer match about $292,263 at 4% or $194,842 at 6%.
Thomas O. Wells, P.A. 401(K) P/S Plan-1$23,732$23,381$23,381iApproximate average salary by contribution assumption: employee only about $584,525 at 4% or $389,683 at 6%; with 50% employer match about $389,683 at 4% or $259,789 at 6%; with 100% employer match about $292,263 at 4% or $194,842 at 6%.