Civic Intelligence

Allen Wellman McNew

Plan context: Allen Wellman Mcnew Self-Employed Retirement Plan

EIN 35-1129259 • Greenfield, IN • 25 filings • 6 plans

Five Courthouse PlazaGreenfield, IN 46140
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$1,561,026

2024 Contributions

$191,369

Historical Graphs

Total Assets Over Time

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

$1,561,026$780,513$0199920132024YearValue
$1,561,026Latest year 2024

Participants Over Time

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

24120199920132024YearValue
24Latest year 2024

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
2024124$1,561,026$191,369$7,974iApproximate average salary by contribution assumption: employee only about $199,343 at 4% or $132,895 at 6%; with 50% employer match about $132,895 at 4% or $88,597 at 6%; with 100% employer match about $99,671 at 4% or $66,448 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-24$1,561,026$191,369$7,974iApproximate average salary by contribution assumption: employee only about $199,343 at 4% or $132,895 at 6%; with 50% employer match about $132,895 at 4% or $88,597 at 6%; with 100% employer match about $99,671 at 4% or $66,448 at 6%.
2023122$1,304,209$194,991$8,863iApproximate average salary by contribution assumption: employee only about $221,581 at 4% or $147,720 at 6%; with 50% employer match about $147,720 at 4% or $98,480 at 6%; with 100% employer match about $110,790 at 4% or $73,860 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-22$1,304,209$194,991$8,863iApproximate average salary by contribution assumption: employee only about $221,581 at 4% or $147,720 at 6%; with 50% employer match about $147,720 at 4% or $98,480 at 6%; with 100% employer match about $110,790 at 4% or $73,860 at 6%.
2022121$1,046,112$227,989$10,857iApproximate average salary by contribution assumption: employee only about $271,415 at 4% or $180,944 at 6%; with 50% employer match about $180,944 at 4% or $120,629 at 6%; with 100% employer match about $135,708 at 4% or $90,472 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-21$1,046,112$227,989$10,857iApproximate average salary by contribution assumption: employee only about $271,415 at 4% or $180,944 at 6%; with 50% employer match about $180,944 at 4% or $120,629 at 6%; with 100% employer match about $135,708 at 4% or $90,472 at 6%.
2021121$1,048,791$218,431$10,401iApproximate average salary by contribution assumption: employee only about $260,037 at 4% or $173,358 at 6%; with 50% employer match about $173,358 at 4% or $115,572 at 6%; with 100% employer match about $130,018 at 4% or $86,679 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-21$1,048,791$218,431$10,401iApproximate average salary by contribution assumption: employee only about $260,037 at 4% or $173,358 at 6%; with 50% employer match about $173,358 at 4% or $115,572 at 6%; with 100% employer match about $130,018 at 4% or $86,679 at 6%.
2020123$732,389$186,295$8,100iApproximate average salary by contribution assumption: employee only about $202,495 at 4% or $134,996 at 6%; with 50% employer match about $134,996 at 4% or $89,998 at 6%; with 100% employer match about $101,247 at 4% or $67,498 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-23$732,389$186,295$8,100iApproximate average salary by contribution assumption: employee only about $202,495 at 4% or $134,996 at 6%; with 50% employer match about $134,996 at 4% or $89,998 at 6%; with 100% employer match about $101,247 at 4% or $67,498 at 6%.
2019120$477,359$158,378$7,919iApproximate average salary by contribution assumption: employee only about $197,973 at 4% or $131,982 at 6%; with 50% employer match about $131,982 at 4% or $87,988 at 6%; with 100% employer match about $98,986 at 4% or $65,991 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-20$477,359$158,378$7,919iApproximate average salary by contribution assumption: employee only about $197,973 at 4% or $131,982 at 6%; with 50% employer match about $131,982 at 4% or $87,988 at 6%; with 100% employer match about $98,986 at 4% or $65,991 at 6%.
2018120$266,912$118,923$5,946iApproximate average salary by contribution assumption: employee only about $148,654 at 4% or $99,103 at 6%; with 50% employer match about $99,103 at 4% or $66,068 at 6%; with 100% employer match about $74,327 at 4% or $49,551 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-20$266,912$118,923$5,946iApproximate average salary by contribution assumption: employee only about $148,654 at 4% or $99,103 at 6%; with 50% employer match about $99,103 at 4% or $66,068 at 6%; with 100% employer match about $74,327 at 4% or $49,551 at 6%.
2017110$160,769$3,256$326iApproximate average salary by contribution assumption: employee only about $8,140 at 4% or $5,427 at 6%; with 50% employer match about $5,427 at 4% or $3,618 at 6%; with 100% employer match about $4,070 at 4% or $2,713 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$160,769$3,256$326iApproximate average salary by contribution assumption: employee only about $8,140 at 4% or $5,427 at 6%; with 50% employer match about $5,427 at 4% or $3,618 at 6%; with 100% employer match about $4,070 at 4% or $2,713 at 6%.
2016110$142,524$1,769$177iApproximate average salary by contribution assumption: employee only about $4,423 at 4% or $2,948 at 6%; with 50% employer match about $2,948 at 4% or $1,966 at 6%; with 100% employer match about $2,211 at 4% or $1,474 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$142,524$1,769$177iApproximate average salary by contribution assumption: employee only about $4,423 at 4% or $2,948 at 6%; with 50% employer match about $2,948 at 4% or $1,966 at 6%; with 100% employer match about $2,211 at 4% or $1,474 at 6%.
2015110$132,532$2,361$236iApproximate average salary by contribution assumption: employee only about $5,903 at 4% or $3,935 at 6%; with 50% employer match about $3,935 at 4% or $2,623 at 6%; with 100% employer match about $2,951 at 4% or $1,968 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$132,532$2,361$236iApproximate average salary by contribution assumption: employee only about $5,903 at 4% or $3,935 at 6%; with 50% employer match about $3,935 at 4% or $2,623 at 6%; with 100% employer match about $2,951 at 4% or $1,968 at 6%.
2014111$131,198$1,790$163iApproximate average salary by contribution assumption: employee only about $4,068 at 4% or $2,712 at 6%; with 50% employer match about $2,712 at 4% or $1,808 at 6%; with 100% employer match about $2,034 at 4% or $1,356 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-11$131,198$1,790$163iApproximate average salary by contribution assumption: employee only about $4,068 at 4% or $2,712 at 6%; with 50% employer match about $2,712 at 4% or $1,808 at 6%; with 100% employer match about $2,034 at 4% or $1,356 at 6%.
2013110$144,618$316$32iApproximate average salary by contribution assumption: employee only about $790 at 4% or $527 at 6%; with 50% employer match about $527 at 4% or $351 at 6%; with 100% employer match about $395 at 4% or $263 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$144,618$316$32iApproximate average salary by contribution assumption: employee only about $790 at 4% or $527 at 6%; with 50% employer match about $527 at 4% or $351 at 6%; with 100% employer match about $395 at 4% or $263 at 6%.
201219$137,979$0-
Allen Wellman Mcnew Self-Employed Retirement Plan-9$137,979--
2011110$136,880$20,116$2,012iApproximate average salary by contribution assumption: employee only about $50,290 at 4% or $33,527 at 6%; with 50% employer match about $33,527 at 4% or $22,351 at 6%; with 100% employer match about $25,145 at 4% or $16,763 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$136,880$20,116$2,012iApproximate average salary by contribution assumption: employee only about $50,290 at 4% or $33,527 at 6%; with 50% employer match about $33,527 at 4% or $22,351 at 6%; with 100% employer match about $25,145 at 4% or $16,763 at 6%.
2010110$115,457$19,336$1,934iApproximate average salary by contribution assumption: employee only about $48,340 at 4% or $32,227 at 6%; with 50% employer match about $32,227 at 4% or $21,484 at 6%; with 100% employer match about $24,170 at 4% or $16,113 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$115,457$19,336$1,934iApproximate average salary by contribution assumption: employee only about $48,340 at 4% or $32,227 at 6%; with 50% employer match about $32,227 at 4% or $21,484 at 6%; with 100% employer match about $24,170 at 4% or $16,113 at 6%.
2009110$89,303$22,632$2,263iApproximate average salary by contribution assumption: employee only about $56,580 at 4% or $37,720 at 6%; with 50% employer match about $37,720 at 4% or $25,147 at 6%; with 100% employer match about $28,290 at 4% or $18,860 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$89,303$22,632$2,263iApproximate average salary by contribution assumption: employee only about $56,580 at 4% or $37,720 at 6%; with 50% employer match about $37,720 at 4% or $25,147 at 6%; with 100% employer match about $28,290 at 4% or $18,860 at 6%.
200819$58,414$6,529$725iApproximate average salary by contribution assumption: employee only about $18,136 at 4% or $12,091 at 6%; with 50% employer match about $12,091 at 4% or $8,060 at 6%; with 100% employer match about $9,068 at 4% or $6,045 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-9$58,414$6,529$725iApproximate average salary by contribution assumption: employee only about $18,136 at 4% or $12,091 at 6%; with 50% employer match about $12,091 at 4% or $8,060 at 6%; with 100% employer match about $9,068 at 4% or $6,045 at 6%.
2007110$72,708$24,133$2,413iApproximate average salary by contribution assumption: employee only about $60,333 at 4% or $40,222 at 6%; with 50% employer match about $40,222 at 4% or $26,814 at 6%; with 100% employer match about $30,166 at 4% or $20,111 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$72,708$24,133$2,413iApproximate average salary by contribution assumption: employee only about $60,333 at 4% or $40,222 at 6%; with 50% employer match about $40,222 at 4% or $26,814 at 6%; with 100% employer match about $30,166 at 4% or $20,111 at 6%.
200616$46,584$28,068$4,678iApproximate average salary by contribution assumption: employee only about $116,950 at 4% or $77,967 at 6%; with 50% employer match about $77,967 at 4% or $51,978 at 6%; with 100% employer match about $58,475 at 4% or $38,983 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-6$46,584$28,068$4,678iApproximate average salary by contribution assumption: employee only about $116,950 at 4% or $77,967 at 6%; with 50% employer match about $77,967 at 4% or $51,978 at 6%; with 100% employer match about $58,475 at 4% or $38,983 at 6%.
200518$27,990$19,264$2,408iApproximate average salary by contribution assumption: employee only about $60,200 at 4% or $40,133 at 6%; with 50% employer match about $40,133 at 4% or $26,756 at 6%; with 100% employer match about $30,100 at 4% or $20,067 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-8$27,990$19,264$2,408iApproximate average salary by contribution assumption: employee only about $60,200 at 4% or $40,133 at 6%; with 50% employer match about $40,133 at 4% or $26,756 at 6%; with 100% employer match about $30,100 at 4% or $20,067 at 6%.
200417$14,185$13,925$1,989iApproximate average salary by contribution assumption: employee only about $49,732 at 4% or $33,155 at 6%; with 50% employer match about $33,155 at 4% or $22,103 at 6%; with 100% employer match about $24,866 at 4% or $16,577 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-7$14,185$13,925$1,989iApproximate average salary by contribution assumption: employee only about $49,732 at 4% or $33,155 at 6%; with 50% employer match about $33,155 at 4% or $22,103 at 6%; with 100% employer match about $24,866 at 4% or $16,577 at 6%.
200310$0$0-
Allen Wellman Mcnew Self-Employed Retirement Plan-0---
200110$0$0-
Allen Wellman Mcnew Self-Employed Retirement Plan-0---
2000114$373,244$0-
Allen Wellman Mcnew Self-Employed Retirement Plan-14$373,244--
1999110$470,149$11,082$1,108iApproximate average salary by contribution assumption: employee only about $27,705 at 4% or $18,470 at 6%; with 50% employer match about $18,470 at 4% or $12,313 at 6%; with 100% employer match about $13,853 at 4% or $9,235 at 6%.
Allen Wellman Mcnew Self-Employed Retirement Plan-10$470,149$11,082$1,108iApproximate average salary by contribution assumption: employee only about $27,705 at 4% or $18,470 at 6%; with 50% employer match about $18,470 at 4% or $12,313 at 6%; with 100% employer match about $13,853 at 4% or $9,235 at 6%.