Wells & Wells Orthodontics LLC
Plan context: Wells & Wells Orthodontics LLC 401K Profit Sharing Plan
EIN 35-2081812 • Evansville, IN • 22 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$3,704,916
2024 Contributions
$189,097
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $3,704,916 | $189,097 | $10,505iApproximate average salary by contribution assumption: employee only about $262,635 at 4% or $175,090 at 6%; with 50% employer match about $175,090 at 4% or $116,727 at 6%; with 100% employer match about $131,317 at 4% or $87,545 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 18 | $3,704,916 | $189,097 | $10,505iApproximate average salary by contribution assumption: employee only about $262,635 at 4% or $175,090 at 6%; with 50% employer match about $175,090 at 4% or $116,727 at 6%; with 100% employer match about $131,317 at 4% or $87,545 at 6%. |
| 2023 | 1 | 16 | $3,157,779 | $130,319 | $8,145iApproximate average salary by contribution assumption: employee only about $203,623 at 4% or $135,749 at 6%; with 50% employer match about $135,749 at 4% or $90,499 at 6%; with 100% employer match about $101,812 at 4% or $67,874 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 16 | $3,157,779 | $130,319 | $8,145iApproximate average salary by contribution assumption: employee only about $203,623 at 4% or $135,749 at 6%; with 50% employer match about $135,749 at 4% or $90,499 at 6%; with 100% employer match about $101,812 at 4% or $67,874 at 6%. |
| 2022 | 1 | 14 | $2,644,920 | $120,609 | $8,615iApproximate average salary by contribution assumption: employee only about $215,373 at 4% or $143,582 at 6%; with 50% employer match about $143,582 at 4% or $95,721 at 6%; with 100% employer match about $107,687 at 4% or $71,791 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 14 | $2,644,920 | $120,609 | $8,615iApproximate average salary by contribution assumption: employee only about $215,373 at 4% or $143,582 at 6%; with 50% employer match about $143,582 at 4% or $95,721 at 6%; with 100% employer match about $107,687 at 4% or $71,791 at 6%. |
| 2021 | 1 | 16 | $3,117,175 | $120,330 | $7,521iApproximate average salary by contribution assumption: employee only about $188,016 at 4% or $125,344 at 6%; with 50% employer match about $125,344 at 4% or $83,563 at 6%; with 100% employer match about $94,008 at 4% or $62,672 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 16 | $3,117,175 | $120,330 | $7,521iApproximate average salary by contribution assumption: employee only about $188,016 at 4% or $125,344 at 6%; with 50% employer match about $125,344 at 4% or $83,563 at 6%; with 100% employer match about $94,008 at 4% or $62,672 at 6%. |
| 2020 | 1 | 16 | $2,653,966 | $110,251 | $6,891iApproximate average salary by contribution assumption: employee only about $172,267 at 4% or $114,845 at 6%; with 50% employer match about $114,845 at 4% or $76,563 at 6%; with 100% employer match about $86,134 at 4% or $57,422 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 16 | $2,653,966 | $110,251 | $6,891iApproximate average salary by contribution assumption: employee only about $172,267 at 4% or $114,845 at 6%; with 50% employer match about $114,845 at 4% or $76,563 at 6%; with 100% employer match about $86,134 at 4% or $57,422 at 6%. |
| 2019 | 1 | 15 | $2,168,644 | $110,249 | $7,350iApproximate average salary by contribution assumption: employee only about $183,748 at 4% or $122,499 at 6%; with 50% employer match about $122,499 at 4% or $81,666 at 6%; with 100% employer match about $91,874 at 4% or $61,249 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 15 | $2,168,644 | $110,249 | $7,350iApproximate average salary by contribution assumption: employee only about $183,748 at 4% or $122,499 at 6%; with 50% employer match about $122,499 at 4% or $81,666 at 6%; with 100% employer match about $91,874 at 4% or $61,249 at 6%. |
| 2018 | 1 | 15 | $1,696,809 | $104,682 | $6,979iApproximate average salary by contribution assumption: employee only about $174,470 at 4% or $116,313 at 6%; with 50% employer match about $116,313 at 4% or $77,542 at 6%; with 100% employer match about $87,235 at 4% or $58,157 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 15 | $1,696,809 | $104,682 | $6,979iApproximate average salary by contribution assumption: employee only about $174,470 at 4% or $116,313 at 6%; with 50% employer match about $116,313 at 4% or $77,542 at 6%; with 100% employer match about $87,235 at 4% or $58,157 at 6%. |
| 2017 | 1 | 14 | $1,755,968 | $108,247 | $7,732iApproximate average salary by contribution assumption: employee only about $193,298 at 4% or $128,865 at 6%; with 50% employer match about $128,865 at 4% or $85,910 at 6%; with 100% employer match about $96,649 at 4% or $64,433 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 14 | $1,755,968 | $108,247 | $7,732iApproximate average salary by contribution assumption: employee only about $193,298 at 4% or $128,865 at 6%; with 50% employer match about $128,865 at 4% or $85,910 at 6%; with 100% employer match about $96,649 at 4% or $64,433 at 6%. |
| 2016 | 1 | 14 | $1,400,413 | $112,732 | $8,052iApproximate average salary by contribution assumption: employee only about $201,307 at 4% or $134,205 at 6%; with 50% employer match about $134,205 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,102 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 14 | $1,400,413 | $112,732 | $8,052iApproximate average salary by contribution assumption: employee only about $201,307 at 4% or $134,205 at 6%; with 50% employer match about $134,205 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,102 at 6%. |
| 2015 | 1 | 13 | $1,208,801 | $108,454 | $8,343iApproximate average salary by contribution assumption: employee only about $208,565 at 4% or $139,044 at 6%; with 50% employer match about $139,044 at 4% or $92,696 at 6%; with 100% employer match about $104,283 at 4% or $69,522 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 13 | $1,208,801 | $108,454 | $8,343iApproximate average salary by contribution assumption: employee only about $208,565 at 4% or $139,044 at 6%; with 50% employer match about $139,044 at 4% or $92,696 at 6%; with 100% employer match about $104,283 at 4% or $69,522 at 6%. |
| 2014 | 1 | 10 | $1,176,338 | $104,301 | $10,430iApproximate average salary by contribution assumption: employee only about $260,753 at 4% or $173,835 at 6%; with 50% employer match about $173,835 at 4% or $115,890 at 6%; with 100% employer match about $130,376 at 4% or $86,918 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 10 | $1,176,338 | $104,301 | $10,430iApproximate average salary by contribution assumption: employee only about $260,753 at 4% or $173,835 at 6%; with 50% employer match about $173,835 at 4% or $115,890 at 6%; with 100% employer match about $130,376 at 4% or $86,918 at 6%. |
| 2013 | 1 | 11 | $1,049,605 | $104,174 | $9,470iApproximate average salary by contribution assumption: employee only about $236,759 at 4% or $157,839 at 6%; with 50% employer match about $157,839 at 4% or $105,226 at 6%; with 100% employer match about $118,380 at 4% or $78,920 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 11 | $1,049,605 | $104,174 | $9,470iApproximate average salary by contribution assumption: employee only about $236,759 at 4% or $157,839 at 6%; with 50% employer match about $157,839 at 4% or $105,226 at 6%; with 100% employer match about $118,380 at 4% or $78,920 at 6%. |
| 2012 | 1 | 10 | $789,465 | $58,360 | $5,836iApproximate average salary by contribution assumption: employee only about $145,900 at 4% or $97,267 at 6%; with 50% employer match about $97,267 at 4% or $64,844 at 6%; with 100% employer match about $72,950 at 4% or $48,633 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 10 | $789,465 | $58,360 | $5,836iApproximate average salary by contribution assumption: employee only about $145,900 at 4% or $97,267 at 6%; with 50% employer match about $97,267 at 4% or $64,844 at 6%; with 100% employer match about $72,950 at 4% or $48,633 at 6%. |
| 2011 | 1 | 7 | $642,849 | $56,934 | $8,133iApproximate average salary by contribution assumption: employee only about $203,336 at 4% or $135,557 at 6%; with 50% employer match about $135,557 at 4% or $90,371 at 6%; with 100% employer match about $101,668 at 4% or $67,779 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 7 | $642,849 | $56,934 | $8,133iApproximate average salary by contribution assumption: employee only about $203,336 at 4% or $135,557 at 6%; with 50% employer match about $135,557 at 4% or $90,371 at 6%; with 100% employer match about $101,668 at 4% or $67,779 at 6%. |
| 2010 | 1 | 9 | $653,819 | $96,719 | $10,747iApproximate average salary by contribution assumption: employee only about $268,664 at 4% or $179,109 at 6%; with 50% employer match about $179,109 at 4% or $119,406 at 6%; with 100% employer match about $134,332 at 4% or $89,555 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 9 | $653,819 | $96,719 | $10,747iApproximate average salary by contribution assumption: employee only about $268,664 at 4% or $179,109 at 6%; with 50% employer match about $179,109 at 4% or $119,406 at 6%; with 100% employer match about $134,332 at 4% or $89,555 at 6%. |
| 2009 | 1 | 6 | $485,883 | $81,614 | $13,602iApproximate average salary by contribution assumption: employee only about $340,058 at 4% or $226,706 at 6%; with 50% employer match about $226,706 at 4% or $151,137 at 6%; with 100% employer match about $170,029 at 4% or $113,353 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 6 | $485,883 | $81,614 | $13,602iApproximate average salary by contribution assumption: employee only about $340,058 at 4% or $226,706 at 6%; with 50% employer match about $226,706 at 4% or $151,137 at 6%; with 100% employer match about $170,029 at 4% or $113,353 at 6%. |
| 2008 | 1 | 6 | $308,718 | $131,214 | $21,869iApproximate average salary by contribution assumption: employee only about $546,725 at 4% or $364,483 at 6%; with 50% employer match about $364,483 at 4% or $242,989 at 6%; with 100% employer match about $273,363 at 4% or $182,242 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 6 | $308,718 | $131,214 | $21,869iApproximate average salary by contribution assumption: employee only about $546,725 at 4% or $364,483 at 6%; with 50% employer match about $364,483 at 4% or $242,989 at 6%; with 100% employer match about $273,363 at 4% or $182,242 at 6%. |
| 2007 | 1 | 8 | $360,604 | $88,250 | $11,031iApproximate average salary by contribution assumption: employee only about $275,781 at 4% or $183,854 at 6%; with 50% employer match about $183,854 at 4% or $122,569 at 6%; with 100% employer match about $137,891 at 4% or $91,927 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 8 | $360,604 | $88,250 | $11,031iApproximate average salary by contribution assumption: employee only about $275,781 at 4% or $183,854 at 6%; with 50% employer match about $183,854 at 4% or $122,569 at 6%; with 100% employer match about $137,891 at 4% or $91,927 at 6%. |
| 2006 | 1 | 9 | $256,567 | $67,989 | $7,554iApproximate average salary by contribution assumption: employee only about $188,858 at 4% or $125,906 at 6%; with 50% employer match about $125,906 at 4% or $83,937 at 6%; with 100% employer match about $94,429 at 4% or $62,953 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 9 | $256,567 | $67,989 | $7,554iApproximate average salary by contribution assumption: employee only about $188,858 at 4% or $125,906 at 6%; with 50% employer match about $125,906 at 4% or $83,937 at 6%; with 100% employer match about $94,429 at 4% or $62,953 at 6%. |
| 2005 | 1 | 8 | $162,145 | $56,323 | $7,040iApproximate average salary by contribution assumption: employee only about $176,009 at 4% or $117,340 at 6%; with 50% employer match about $117,340 at 4% or $78,226 at 6%; with 100% employer match about $88,005 at 4% or $58,670 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 8 | $162,145 | $56,323 | $7,040iApproximate average salary by contribution assumption: employee only about $176,009 at 4% or $117,340 at 6%; with 50% employer match about $117,340 at 4% or $78,226 at 6%; with 100% employer match about $88,005 at 4% or $58,670 at 6%. |
| 2004 | 1 | 9 | $90,225 | $56,297 | $6,255iApproximate average salary by contribution assumption: employee only about $156,381 at 4% or $104,254 at 6%; with 50% employer match about $104,254 at 4% or $69,502 at 6%; with 100% employer match about $78,190 at 4% or $52,127 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 9 | $90,225 | $56,297 | $6,255iApproximate average salary by contribution assumption: employee only about $156,381 at 4% or $104,254 at 6%; with 50% employer match about $104,254 at 4% or $69,502 at 6%; with 100% employer match about $78,190 at 4% or $52,127 at 6%. |
| 2003 | 1 | 6 | $27,021 | $24,578 | $4,096iApproximate average salary by contribution assumption: employee only about $102,408 at 4% or $68,272 at 6%; with 50% employer match about $68,272 at 4% or $45,515 at 6%; with 100% employer match about $51,204 at 4% or $34,136 at 6%. |
| Wells & Wells Orthodontics LLC 401K Profit Sharing Plan | - | 6 | $27,021 | $24,578 | $4,096iApproximate average salary by contribution assumption: employee only about $102,408 at 4% or $68,272 at 6%; with 50% employer match about $68,272 at 4% or $45,515 at 6%; with 100% employer match about $51,204 at 4% or $34,136 at 6%. |