Civic Intelligence

Wesley Retirement Services Inc

Plan context: WESLEY RETIREMENT SERVICES, INC. 401K PROFIT SHARING PLAN

EIN 42-0680440 • Dubuque, IA • 49 filings • 13 plans

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895 Main StreetDubuque, IA 52004-0938
Current Snapshot

Latest Year

2015

2015 Participants

821

2015 Assets

$8,398,253

2015 Contributions

$1,946,329

Historical Graphs

Total Assets Over Time

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

$8,398,253$4,199,127$0199920052011YearValue
$8,398,253Latest year 2011

Participants Over Time

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

1,1005500199920072015YearValue
821Latest year 2015

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
20152821$0$0-
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-610---
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-821---
20142783$0$0-
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-783---
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-598---
20132707$0$0-
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-553---
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-707---
20122671$0$0-
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-525---
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-671---
201131,100$8,398,253$1,946,329$1,769iApproximate average salary by contribution assumption: employee only about $44,235 at 4% or $29,490 at 6%; with 50% employer match about $29,490 at 4% or $19,660 at 6%; with 100% employer match about $22,117 at 4% or $14,745 at 6%.
WESLEY RETIREMENT SERVICES, INC. 401K PROFIT SHARING PLAN-1,100$8,398,253$1,946,329$1,769iApproximate average salary by contribution assumption: employee only about $44,235 at 4% or $29,490 at 6%; with 50% employer match about $29,490 at 4% or $19,660 at 6%; with 100% employer match about $22,117 at 4% or $14,745 at 6%.
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-591---
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-345---
201041,068$7,660,657$2,112,006$1,978iApproximate average salary by contribution assumption: employee only about $49,438 at 4% or $32,959 at 6%; with 50% employer match about $32,959 at 4% or $21,973 at 6%; with 100% employer match about $24,719 at 4% or $16,479 at 6%.
WESLEY RETIREMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN-1,068$7,660,657$2,112,006$1,978iApproximate average salary by contribution assumption: employee only about $49,438 at 4% or $32,959 at 6%; with 50% employer match about $32,959 at 4% or $21,973 at 6%; with 100% employer match about $24,719 at 4% or $16,479 at 6%.
Wesley Retirement Services Inc Employees Pension-0$0--
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-734---
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-569---
20094880$5,298,050$1,493,921$1,698iApproximate average salary by contribution assumption: employee only about $42,441 at 4% or $28,294 at 6%; with 50% employer match about $28,294 at 4% or $18,863 at 6%; with 100% employer match about $21,220 at 4% or $14,147 at 6%.
WESLEY RETIREMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN-880$5,291,592$1,493,921$1,698iApproximate average salary by contribution assumption: employee only about $42,441 at 4% or $28,294 at 6%; with 50% employer match about $28,294 at 4% or $18,863 at 6%; with 100% employer match about $21,220 at 4% or $14,147 at 6%.
Wesley Retirement Services Inc Employees Pension-0$6,458--
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-531---
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-784---
20084785$3,320,776$3,155,804$4,020iApproximate average salary by contribution assumption: employee only about $100,503 at 4% or $67,002 at 6%; with 50% employer match about $67,002 at 4% or $44,668 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%.
WESLEY RETIREMENT SERVICES, INC. 401K PROFIT SHARING PLAN-785$3,262,687$3,155,804$4,020iApproximate average salary by contribution assumption: employee only about $100,503 at 4% or $67,002 at 6%; with 50% employer match about $67,002 at 4% or $44,668 at 6%; with 100% employer match about $50,252 at 4% or $33,501 at 6%.
Wesley Retirement Services Inc Employees Pension-0$58,089--
WESLEY RETIREMENT SERVICES INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-453---
WESLEY RETIREMENT SERVICES INC GROUP INSURANCE PLAN-0---
20074562$4,527,496$899,855$1,601iApproximate average salary by contribution assumption: employee only about $40,029 at 4% or $26,686 at 6%; with 50% employer match about $26,686 at 4% or $17,791 at 6%; with 100% employer match about $20,015 at 4% or $13,343 at 6%.
Wesley Retirement Services Inc Employees Pension-218$3,380,250$922$4iApproximate average salary by contribution assumption: employee only about $106 at 4% or $70 at 6%; with 50% employer match about $70 at 4% or $47 at 6%; with 100% employer match about $53 at 4% or $35 at 6%.
WESLEY RETIREMENT SERVICES, INC. 401K PROFIT SHARING PLAN-474$1,147,246$898,933$1,896iApproximate average salary by contribution assumption: employee only about $47,412 at 4% or $31,608 at 6%; with 50% employer match about $31,608 at 4% or $21,072 at 6%; with 100% employer match about $23,706 at 4% or $15,804 at 6%.
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-562---
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-399---
20063510$3,445,933$496,070$973iApproximate average salary by contribution assumption: employee only about $24,317 at 4% or $16,211 at 6%; with 50% employer match about $16,211 at 4% or $10,808 at 6%; with 100% employer match about $12,159 at 4% or $8,106 at 6%.
Wesley Retirement Services Inc Employees Pension-268$3,445,933$496,070$1,851iApproximate average salary by contribution assumption: employee only about $46,275 at 4% or $30,850 at 6%; with 50% employer match about $30,850 at 4% or $20,567 at 6%; with 100% employer match about $23,138 at 4% or $15,425 at 6%.
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-382---
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-510---
20053498$3,166,859$515,367$1,035iApproximate average salary by contribution assumption: employee only about $25,872 at 4% or $17,248 at 6%; with 50% employer match about $17,248 at 4% or $11,499 at 6%; with 100% employer match about $12,936 at 4% or $8,624 at 6%.
Wesley Retirement Services Inc Employees Pension-267$3,166,859$515,367$1,930iApproximate average salary by contribution assumption: employee only about $48,255 at 4% or $32,170 at 6%; with 50% employer match about $32,170 at 4% or $21,447 at 6%; with 100% employer match about $24,128 at 4% or $16,085 at 6%.
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-498---
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-340---
20043409$2,839,475$446,763$1,092iApproximate average salary by contribution assumption: employee only about $27,308 at 4% or $18,206 at 6%; with 50% employer match about $18,206 at 4% or $12,137 at 6%; with 100% employer match about $13,654 at 4% or $9,103 at 6%.
Wesley Retirement Services Inc Employees Pension-253$2,839,475$446,763$1,766iApproximate average salary by contribution assumption: employee only about $44,147 at 4% or $29,431 at 6%; with 50% employer match about $29,431 at 4% or $19,621 at 6%; with 100% employer match about $22,073 at 4% or $14,716 at 6%.
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-292---
WESLEY RETIREMENT SERVICES, INC. GROUP INSURANCE PLAN-409---
20033396$2,520,299$421,268$1,064iApproximate average salary by contribution assumption: employee only about $26,595 at 4% or $17,730 at 6%; with 50% employer match about $17,730 at 4% or $11,820 at 6%; with 100% employer match about $13,298 at 4% or $8,865 at 6%.
Wesley Retirement Services Inc Employees Pension-245$2,520,299$421,268$1,719iApproximate average salary by contribution assumption: employee only about $42,987 at 4% or $28,658 at 6%; with 50% employer match about $28,658 at 4% or $19,105 at 6%; with 100% employer match about $21,493 at 4% or $14,329 at 6%.
WESLEY RETIREMENT SERVICES, INC. EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN-254---
WESLEY RETIREMENT SERVICES INC. GROUP INSURANCE PLAN-396---
20023406$1,869,901$383,984$946iApproximate average salary by contribution assumption: employee only about $23,644 at 4% or $15,763 at 6%; with 50% employer match about $15,763 at 4% or $10,509 at 6%; with 100% employer match about $11,822 at 4% or $7,881 at 6%.
Wesley Retirement Services Inc Employees Pension-267$1,869,901$383,984$1,438iApproximate average salary by contribution assumption: employee only about $35,954 at 4% or $23,969 at 6%; with 50% employer match about $23,969 at 4% or $15,979 at 6%; with 100% employer match about $17,977 at 4% or $11,985 at 6%.
WESLEY RETIREMENT SERVICES, INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-406---
WESLEY RETIREMENT SERVICES INC GROUP INSURANCE PLAN-406---
20013425$1,827,511$334,282$787iApproximate average salary by contribution assumption: employee only about $19,664 at 4% or $13,109 at 6%; with 50% employer match about $13,109 at 4% or $8,739 at 6%; with 100% employer match about $9,832 at 4% or $6,555 at 6%.
Wesley Retirement Services Inc Employees Pension-240$1,827,511$334,282$1,393iApproximate average salary by contribution assumption: employee only about $34,821 at 4% or $23,214 at 6%; with 50% employer match about $23,214 at 4% or $15,476 at 6%; with 100% employer match about $17,411 at 4% or $11,607 at 6%.
WESLEY RETIREMENT SERVICES INC GROUP INSURANCE PLAN-425---
WESLEY RETIREMENT SERVICES, INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-425---
20003521$1,767,064$308,893$593iApproximate average salary by contribution assumption: employee only about $14,822 at 4% or $9,881 at 6%; with 50% employer match about $9,881 at 4% or $6,588 at 6%; with 100% employer match about $7,411 at 4% or $4,941 at 6%.
Wesley Retirement Services Inc Employees Pension-192$1,767,064$308,893$1,609iApproximate average salary by contribution assumption: employee only about $40,220 at 4% or $26,814 at 6%; with 50% employer match about $26,814 at 4% or $17,876 at 6%; with 100% employer match about $20,110 at 4% or $13,407 at 6%.
WESLEY RETIREMENT SERVICES, INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN-521---
WESLEY RETIREMENT SERVICES INC GROUP INSURANCE PLAN-350---
19991174$1,745,813$249,178$1,432iApproximate average salary by contribution assumption: employee only about $35,801 at 4% or $23,868 at 6%; with 50% employer match about $23,868 at 4% or $15,912 at 6%; with 100% employer match about $17,901 at 4% or $11,934 at 6%.
Wesley Retirement Services Inc Employees Pension-174$1,745,813$249,178$1,432iApproximate average salary by contribution assumption: employee only about $35,801 at 4% or $23,868 at 6%; with 50% employer match about $23,868 at 4% or $15,912 at 6%; with 100% employer match about $17,901 at 4% or $11,934 at 6%.