Civic Intelligence

David L. Wells, D.D.S. Inc.

Plan context: David L. Wells, D.D.S. Inc. Profit Sharing Plan and Trust

EIN 34-1177974 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

9

2004 Assets

$3,623,538

2004 Contributions

$140,994

Historical Graphs

Total Assets Over Time

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

$3,882,773$1,941,387$0199920012003YearValue
$3,623,538Latest year 2003

Participants Over Time

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

1050199920012003YearValue
9Latest year 2003

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
200410$0$0-
David L. Wells, D.D.S. Inc. Profit Sharing Plan and Trust-0---
200319$3,623,538$140,994$15,666iApproximate average salary by contribution assumption: employee only about $391,650 at 4% or $261,100 at 6%; with 50% employer match about $261,100 at 4% or $174,067 at 6%; with 100% employer match about $195,825 at 4% or $130,550 at 6%.
David L. Wells, D.D.S. Inc. Profit Sharing Plan and Trust-9$3,623,538$140,994$15,666iApproximate average salary by contribution assumption: employee only about $391,650 at 4% or $261,100 at 6%; with 50% employer match about $261,100 at 4% or $174,067 at 6%; with 100% employer match about $195,825 at 4% or $130,550 at 6%.
200218$2,996,978$71,391$8,924iApproximate average salary by contribution assumption: employee only about $223,097 at 4% or $148,731 at 6%; with 50% employer match about $148,731 at 4% or $99,154 at 6%; with 100% employer match about $111,548 at 4% or $74,366 at 6%.
David L. Wells, D.D.S. Inc. Profit Sharing Plan and Trust-8$2,996,978$71,391$8,924iApproximate average salary by contribution assumption: employee only about $223,097 at 4% or $148,731 at 6%; with 50% employer match about $148,731 at 4% or $99,154 at 6%; with 100% employer match about $111,548 at 4% or $74,366 at 6%.
200118$3,478,187$50,453$6,307iApproximate average salary by contribution assumption: employee only about $157,666 at 4% or $105,110 at 6%; with 50% employer match about $105,110 at 4% or $70,074 at 6%; with 100% employer match about $78,833 at 4% or $52,555 at 6%.
David L. Wells, D.D.S. Inc. Profit Sharing Plan and Trust-8$3,478,187$50,453$6,307iApproximate average salary by contribution assumption: employee only about $157,666 at 4% or $105,110 at 6%; with 50% employer match about $105,110 at 4% or $70,074 at 6%; with 100% employer match about $78,833 at 4% or $52,555 at 6%.
200019$3,824,237$52,148$5,794iApproximate average salary by contribution assumption: employee only about $144,856 at 4% or $96,570 at 6%; with 50% employer match about $96,570 at 4% or $64,380 at 6%; with 100% employer match about $72,428 at 4% or $48,285 at 6%.
David L. Wells, D.D.S. Inc. Profit Sharing Plan and Trust-9$3,824,237$52,148$5,794iApproximate average salary by contribution assumption: employee only about $144,856 at 4% or $96,570 at 6%; with 50% employer match about $96,570 at 4% or $64,380 at 6%; with 100% employer match about $72,428 at 4% or $48,285 at 6%.
1999110$3,882,773$49,471$4,947iApproximate average salary by contribution assumption: employee only about $123,678 at 4% or $82,452 at 6%; with 50% employer match about $82,452 at 4% or $54,968 at 6%; with 100% employer match about $61,839 at 4% or $41,226 at 6%.
David L. Wells, D.D.S. Inc. Profit Sharing Plan and Trust-10$3,882,773$49,471$4,947iApproximate average salary by contribution assumption: employee only about $123,678 at 4% or $82,452 at 6%; with 50% employer match about $82,452 at 4% or $54,968 at 6%; with 100% employer match about $61,839 at 4% or $41,226 at 6%.