Civic Intelligence

JOHN C WELLS LLC

Plan context: JC WELLS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-0112579 • Jacksonville, FL • 6 filings • 2 plans

401 Zoo PkwyJacksonville, FL 32226-2603
Current Snapshot

Latest Year

2025

2025 Participants

34

2025 Assets

$607,843

2025 Contributions

$161,756

Historical Graphs

Total Assets Over Time

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

$607,843$303,922$0202120232025YearValue
$607,843Latest year 2025

Participants Over Time

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

34170202120232025YearValue
34Latest year 2025

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
2025134$607,843$161,756$4,758iApproximate average salary by contribution assumption: employee only about $118,938 at 4% or $79,292 at 6%; with 50% employer match about $79,292 at 4% or $52,861 at 6%; with 100% employer match about $59,469 at 4% or $39,646 at 6%.
JC WELLS LLC 401(K) PROFIT SHARING PLAN & TRUST-34$607,843$161,756$4,758iApproximate average salary by contribution assumption: employee only about $118,938 at 4% or $79,292 at 6%; with 50% employer match about $79,292 at 4% or $52,861 at 6%; with 100% employer match about $59,469 at 4% or $39,646 at 6%.
2024131$383,816$123,186$3,974iApproximate average salary by contribution assumption: employee only about $99,344 at 4% or $66,229 at 6%; with 50% employer match about $66,229 at 4% or $44,153 at 6%; with 100% employer match about $49,672 at 4% or $33,115 at 6%.
JC WELLS LLC 401(K) PROFIT SHARING PLAN & TRUST-31$383,816$123,186$3,974iApproximate average salary by contribution assumption: employee only about $99,344 at 4% or $66,229 at 6%; with 50% employer match about $66,229 at 4% or $44,153 at 6%; with 100% employer match about $49,672 at 4% or $33,115 at 6%.
2023125$228,374$88,062$3,522iApproximate average salary by contribution assumption: employee only about $88,062 at 4% or $58,708 at 6%; with 50% employer match about $58,708 at 4% or $39,139 at 6%; with 100% employer match about $44,031 at 4% or $29,354 at 6%.
JC WELLS LLC 401(K) PROFIT SHARING PLAN & TRUST-25$228,374$88,062$3,522iApproximate average salary by contribution assumption: employee only about $88,062 at 4% or $58,708 at 6%; with 50% employer match about $58,708 at 4% or $39,139 at 6%; with 100% employer match about $44,031 at 4% or $29,354 at 6%.
2022110$116,516$101,666$10,167iApproximate average salary by contribution assumption: employee only about $254,165 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
JOHN C WELLS LLC 401(K) PROFIT SHARING PLAN & TRUST-10$116,516$101,666$10,167iApproximate average salary by contribution assumption: employee only about $254,165 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
202116$23,343$23,029$3,838iApproximate average salary by contribution assumption: employee only about $95,954 at 4% or $63,969 at 6%; with 50% employer match about $63,969 at 4% or $42,646 at 6%; with 100% employer match about $47,977 at 4% or $31,985 at 6%.
JOHN C WELLS LLC 401(K) PROFIT SHARING PLAN & TRUST-6$23,343$23,029$3,838iApproximate average salary by contribution assumption: employee only about $95,954 at 4% or $63,969 at 6%; with 50% employer match about $63,969 at 4% or $42,646 at 6%; with 100% employer match about $47,977 at 4% or $31,985 at 6%.
202010$0$0-
JOHN C WELLS LLC 401(K) PROFIT SHARING PLAN & TRUST-0$0--