Civic Intelligence

Wells Lending Solutions Inc.

Plan context: Wells 401(K) Plan

EIN 27-0221725 • Tustin, CA • 12 filings • 1 plans

1442 Irvine BlvdSuite 208Tustin, CA 92607
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$14,982

2023 Contributions

$431

Historical Graphs

Total Assets Over Time

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

$155,399$77,700$0201120172023YearValue
$14,982Latest year 2023

Participants Over Time

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

950201120172023YearValue
2Latest year 2023

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
202312$14,982$0-
Wells 401(K) Plan-2$14,982--
202212$13,304$0-
Wells 401(K) Plan-2$13,304--
202112$15,821$0-
Wells 401(K) Plan-2$15,821--
201913$43,798$0-
Wells 401(K) Plan-3$43,798--
201813$35,443$0-
Wells 401(K) Plan-3$35,443--
201713$38,721$0-
Wells 401(K) Plan-3$38,721--
201615$62,863$431$86iApproximate average salary by contribution assumption: employee only about $2,155 at 4% or $1,437 at 6%; with 50% employer match about $1,437 at 4% or $958 at 6%; with 100% employer match about $1,078 at 4% or $718 at 6%.
Wells 401(K) Plan-5$62,863$431$86iApproximate average salary by contribution assumption: employee only about $2,155 at 4% or $1,437 at 6%; with 50% employer match about $1,437 at 4% or $958 at 6%; with 100% employer match about $1,078 at 4% or $718 at 6%.
201517$107,453$10,596$1,514iApproximate average salary by contribution assumption: employee only about $37,843 at 4% or $25,229 at 6%; with 50% employer match about $25,229 at 4% or $16,819 at 6%; with 100% employer match about $18,921 at 4% or $12,614 at 6%.
Wells 401(K) Plan-7$107,453$10,596$1,514iApproximate average salary by contribution assumption: employee only about $37,843 at 4% or $25,229 at 6%; with 50% employer match about $25,229 at 4% or $16,819 at 6%; with 100% employer match about $18,921 at 4% or $12,614 at 6%.
201418$123,767$9,443$1,180iApproximate average salary by contribution assumption: employee only about $29,509 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,115 at 6%; with 100% employer match about $14,755 at 4% or $9,836 at 6%.
Wells 401(K) Plan-8$123,767$9,443$1,180iApproximate average salary by contribution assumption: employee only about $29,509 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,115 at 6%; with 100% employer match about $14,755 at 4% or $9,836 at 6%.
201319$155,399$22,030$2,448iApproximate average salary by contribution assumption: employee only about $61,194 at 4% or $40,796 at 6%; with 50% employer match about $40,796 at 4% or $27,198 at 6%; with 100% employer match about $30,597 at 4% or $20,398 at 6%.
Wells 401(K) Plan-9$155,399$22,030$2,448iApproximate average salary by contribution assumption: employee only about $61,194 at 4% or $40,796 at 6%; with 50% employer match about $40,796 at 4% or $27,198 at 6%; with 100% employer match about $30,597 at 4% or $20,398 at 6%.
201217$108,586$63,044$9,006iApproximate average salary by contribution assumption: employee only about $225,157 at 4% or $150,105 at 6%; with 50% employer match about $150,105 at 4% or $100,070 at 6%; with 100% employer match about $112,579 at 4% or $75,052 at 6%.
Wells 401(K) Plan-7$108,586$63,044$9,006iApproximate average salary by contribution assumption: employee only about $225,157 at 4% or $150,105 at 6%; with 50% employer match about $150,105 at 4% or $100,070 at 6%; with 100% employer match about $112,579 at 4% or $75,052 at 6%.
201119$55,618$57,236$6,360iApproximate average salary by contribution assumption: employee only about $158,989 at 4% or $105,993 at 6%; with 50% employer match about $105,993 at 4% or $70,662 at 6%; with 100% employer match about $79,494 at 4% or $52,996 at 6%.
Wells 401(K) Plan-9$55,618$57,236$6,360iApproximate average salary by contribution assumption: employee only about $158,989 at 4% or $105,993 at 6%; with 50% employer match about $105,993 at 4% or $70,662 at 6%; with 100% employer match about $79,494 at 4% or $52,996 at 6%.