Civic Intelligence

James a. Wells Group Inc.

Plan context: James a. Wells Group Inc. Cash Balance Plan

EIN 34-1699259 • Strongsville, OH • 11 filings • 2 plans

17052 Partridge DrStrongsville, OH 44136
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$1,261,137

2017 Contributions

$303,676

Historical Graphs

Total Assets Over Time

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

$1,626,644$813,322$0201220142016YearValue
$1,261,137Latest year 2016

Participants Over Time

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

950201220142016YearValue
4Latest year 2016

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
201710$0$0-
James a. Wells Group Inc. Cash Balance Plan-0$0$0-
201624$1,261,137$303,676$75,919iApproximate average salary by contribution assumption: employee only about $1,897,975 at 4% or $1,265,317 at 6%; with 50% employer match about $1,265,317 at 4% or $843,544 at 6%; with 100% employer match about $948,988 at 4% or $632,658 at 6%.
James a. Wells Group Inc. Cash Balance Plan-4$1,261,137$244,359$61,090iApproximate average salary by contribution assumption: employee only about $1,527,244 at 4% or $1,018,163 at 6%; with 50% employer match about $1,018,163 at 4% or $678,775 at 6%; with 100% employer match about $763,622 at 4% or $509,081 at 6%.
JAMES A. WELLS GROUP, INC. 401(K) PLAN-0$0$59,317-
201529$1,626,644$437,190$48,577iApproximate average salary by contribution assumption: employee only about $1,214,417 at 4% or $809,611 at 6%; with 50% employer match about $809,611 at 4% or $539,741 at 6%; with 100% employer match about $607,208 at 4% or $404,806 at 6%.
James a. Wells Group Inc. Cash Balance Plan-3$987,890$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
JAMES A. WELLS GROUP, INC. 401(K) PLAN-9$638,754$137,190$15,243iApproximate average salary by contribution assumption: employee only about $381,083 at 4% or $254,056 at 6%; with 50% employer match about $254,056 at 4% or $169,370 at 6%; with 100% employer match about $190,542 at 4% or $127,028 at 6%.
201428$1,192,304$357,661$44,708iApproximate average salary by contribution assumption: employee only about $1,117,691 at 4% or $745,127 at 6%; with 50% employer match about $745,127 at 4% or $496,751 at 6%; with 100% employer match about $558,845 at 4% or $372,564 at 6%.
James a. Wells Group Inc. Cash Balance Plan-3$689,737$252,000$84,000iApproximate average salary by contribution assumption: employee only about $2,100,000 at 4% or $1,400,000 at 6%; with 50% employer match about $1,400,000 at 4% or $933,333 at 6%; with 100% employer match about $1,050,000 at 4% or $700,000 at 6%.
JAMES A. WELLS GROUP, INC. 401(K) PLAN-8$502,567$105,661$13,208iApproximate average salary by contribution assumption: employee only about $330,191 at 4% or $220,127 at 6%; with 50% employer match about $220,127 at 4% or $146,751 at 6%; with 100% employer match about $165,095 at 4% or $110,064 at 6%.
201326$826,203$387,765$64,628iApproximate average salary by contribution assumption: employee only about $1,615,688 at 4% or $1,077,125 at 6%; with 50% employer match about $1,077,125 at 4% or $718,083 at 6%; with 100% employer match about $807,844 at 4% or $538,563 at 6%.
James a. Wells Group Inc. Cash Balance Plan-3$434,100$281,804$93,935iApproximate average salary by contribution assumption: employee only about $2,348,367 at 4% or $1,565,578 at 6%; with 50% employer match about $1,565,578 at 4% or $1,043,719 at 6%; with 100% employer match about $1,174,183 at 4% or $782,789 at 6%.
JAMES A. WELLS GROUP, INC. 401(K) PLAN-6$392,103$105,961$17,660iApproximate average salary by contribution assumption: employee only about $441,504 at 4% or $294,336 at 6%; with 50% employer match about $294,336 at 4% or $196,224 at 6%; with 100% employer match about $220,752 at 4% or $147,168 at 6%.
201226$417,769$221,229$36,872iApproximate average salary by contribution assumption: employee only about $921,788 at 4% or $614,525 at 6%; with 50% employer match about $614,525 at 4% or $409,683 at 6%; with 100% employer match about $460,894 at 4% or $307,263 at 6%.
JAMES A. WELLS GROUP, INC. 401(K) PLAN-6$265,807$69,267$11,545iApproximate average salary by contribution assumption: employee only about $288,613 at 4% or $192,408 at 6%; with 50% employer match about $192,408 at 4% or $128,272 at 6%; with 100% employer match about $144,306 at 4% or $96,204 at 6%.
James a. Wells Group Inc. Cash Balance Plan-3$151,962$151,962$50,654iApproximate average salary by contribution assumption: employee only about $1,266,350 at 4% or $844,233 at 6%; with 50% employer match about $844,233 at 4% or $562,822 at 6%; with 100% employer match about $633,175 at 4% or $422,117 at 6%.