Civic Intelligence

Welgaard Cpas & Advisors PC.

Plan context: Welgaard Cpas & Advisors PC. 401(K) Plan

EIN 42-1130301 • Pella, IA • 29 filings • 4 plans

916 W 16th StreetPella, IA 50219
Current Snapshot

Latest Year

2025

2025 Participants

97

2025 Assets

$10,191,451

2025 Contributions

$1,086,528

Historical Graphs

Total Assets Over Time

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

$10,191,451$5,095,726$0199920132025YearValue
$10,191,451Latest year 2025

Participants Over Time

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

100500199920122025YearValue
97Latest year 2025

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
2025197$10,191,451$1,086,528$11,201iApproximate average salary by contribution assumption: employee only about $280,033 at 4% or $186,689 at 6%; with 50% employer match about $186,689 at 4% or $124,459 at 6%; with 100% employer match about $140,016 at 4% or $93,344 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-97$10,191,451$1,086,528$11,201iApproximate average salary by contribution assumption: employee only about $280,033 at 4% or $186,689 at 6%; with 50% employer match about $186,689 at 4% or $124,459 at 6%; with 100% employer match about $140,016 at 4% or $93,344 at 6%.
20241100$8,421,420$2,083,921$20,839iApproximate average salary by contribution assumption: employee only about $520,980 at 4% or $347,320 at 6%; with 50% employer match about $347,320 at 4% or $231,547 at 6%; with 100% employer match about $260,490 at 4% or $173,660 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-100$8,421,420$2,083,921$20,839iApproximate average salary by contribution assumption: employee only about $520,980 at 4% or $347,320 at 6%; with 50% employer match about $347,320 at 4% or $231,547 at 6%; with 100% employer match about $260,490 at 4% or $173,660 at 6%.
2023199$6,725,286$782,075$7,900iApproximate average salary by contribution assumption: employee only about $197,494 at 4% or $131,662 at 6%; with 50% employer match about $131,662 at 4% or $87,775 at 6%; with 100% employer match about $98,747 at 4% or $65,831 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-99$6,725,286$782,075$7,900iApproximate average salary by contribution assumption: employee only about $197,494 at 4% or $131,662 at 6%; with 50% employer match about $131,662 at 4% or $87,775 at 6%; with 100% employer match about $98,747 at 4% or $65,831 at 6%.
2022182$6,957,351$1,050,632$12,813iApproximate average salary by contribution assumption: employee only about $320,315 at 4% or $213,543 at 6%; with 50% employer match about $213,543 at 4% or $142,362 at 6%; with 100% employer match about $160,157 at 4% or $106,772 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-82$6,957,351$1,050,632$12,813iApproximate average salary by contribution assumption: employee only about $320,315 at 4% or $213,543 at 6%; with 50% employer match about $213,543 at 4% or $142,362 at 6%; with 100% employer match about $160,157 at 4% or $106,772 at 6%.
2021172$7,332,087$429,850$5,970iApproximate average salary by contribution assumption: employee only about $149,253 at 4% or $99,502 at 6%; with 50% employer match about $99,502 at 4% or $66,335 at 6%; with 100% employer match about $74,627 at 4% or $49,751 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-72$7,332,087$429,850$5,970iApproximate average salary by contribution assumption: employee only about $149,253 at 4% or $99,502 at 6%; with 50% employer match about $99,502 at 4% or $66,335 at 6%; with 100% employer match about $74,627 at 4% or $49,751 at 6%.
2020168$6,192,387$335,332$4,931iApproximate average salary by contribution assumption: employee only about $123,284 at 4% or $82,189 at 6%; with 50% employer match about $82,189 at 4% or $54,793 at 6%; with 100% employer match about $61,642 at 4% or $41,095 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-68$6,192,387$335,332$4,931iApproximate average salary by contribution assumption: employee only about $123,284 at 4% or $82,189 at 6%; with 50% employer match about $82,189 at 4% or $54,793 at 6%; with 100% employer match about $61,642 at 4% or $41,095 at 6%.
2019156$5,278,819$318,593$5,689iApproximate average salary by contribution assumption: employee only about $142,229 at 4% or $94,819 at 6%; with 50% employer match about $94,819 at 4% or $63,213 at 6%; with 100% employer match about $71,115 at 4% or $47,410 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-56$5,278,819$318,593$5,689iApproximate average salary by contribution assumption: employee only about $142,229 at 4% or $94,819 at 6%; with 50% employer match about $94,819 at 4% or $63,213 at 6%; with 100% employer match about $71,115 at 4% or $47,410 at 6%.
2018151$4,020,876$350,911$6,881iApproximate average salary by contribution assumption: employee only about $172,015 at 4% or $114,677 at 6%; with 50% employer match about $114,677 at 4% or $76,451 at 6%; with 100% employer match about $86,008 at 4% or $57,338 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-51$4,020,876$350,911$6,881iApproximate average salary by contribution assumption: employee only about $172,015 at 4% or $114,677 at 6%; with 50% employer match about $114,677 at 4% or $76,451 at 6%; with 100% employer match about $86,008 at 4% or $57,338 at 6%.
2017151$4,019,939$252,769$4,956iApproximate average salary by contribution assumption: employee only about $123,906 at 4% or $82,604 at 6%; with 50% employer match about $82,604 at 4% or $55,069 at 6%; with 100% employer match about $61,953 at 4% or $41,302 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-51$4,019,939$252,769$4,956iApproximate average salary by contribution assumption: employee only about $123,906 at 4% or $82,604 at 6%; with 50% employer match about $82,604 at 4% or $55,069 at 6%; with 100% employer match about $61,953 at 4% or $41,302 at 6%.
2016150$3,365,624$336,155$6,723iApproximate average salary by contribution assumption: employee only about $168,078 at 4% or $112,052 at 6%; with 50% employer match about $112,052 at 4% or $74,701 at 6%; with 100% employer match about $84,039 at 4% or $56,026 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-50$3,365,624$336,155$6,723iApproximate average salary by contribution assumption: employee only about $168,078 at 4% or $112,052 at 6%; with 50% employer match about $112,052 at 4% or $74,701 at 6%; with 100% employer match about $84,039 at 4% or $56,026 at 6%.
2015142$2,834,602$259,104$6,169iApproximate average salary by contribution assumption: employee only about $154,229 at 4% or $102,819 at 6%; with 50% employer match about $102,819 at 4% or $68,546 at 6%; with 100% employer match about $77,114 at 4% or $51,410 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-42$2,834,602$259,104$6,169iApproximate average salary by contribution assumption: employee only about $154,229 at 4% or $102,819 at 6%; with 50% employer match about $102,819 at 4% or $68,546 at 6%; with 100% employer match about $77,114 at 4% or $51,410 at 6%.
2014139$2,629,207$200,149$5,132iApproximate average salary by contribution assumption: employee only about $128,301 at 4% or $85,534 at 6%; with 50% employer match about $85,534 at 4% or $57,023 at 6%; with 100% employer match about $64,150 at 4% or $42,767 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-39$2,629,207$200,149$5,132iApproximate average salary by contribution assumption: employee only about $128,301 at 4% or $85,534 at 6%; with 50% employer match about $85,534 at 4% or $57,023 at 6%; with 100% employer match about $64,150 at 4% or $42,767 at 6%.
2013137$2,301,213$172,541$4,663iApproximate average salary by contribution assumption: employee only about $116,582 at 4% or $77,721 at 6%; with 50% employer match about $77,721 at 4% or $51,814 at 6%; with 100% employer match about $58,291 at 4% or $38,861 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-37$2,301,213$172,541$4,663iApproximate average salary by contribution assumption: employee only about $116,582 at 4% or $77,721 at 6%; with 50% employer match about $77,721 at 4% or $51,814 at 6%; with 100% employer match about $58,291 at 4% or $38,861 at 6%.
2012136$1,845,194$127,924$3,553iApproximate average salary by contribution assumption: employee only about $88,836 at 4% or $59,224 at 6%; with 50% employer match about $59,224 at 4% or $39,483 at 6%; with 100% employer match about $44,418 at 4% or $29,612 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-36$1,845,194$127,924$3,553iApproximate average salary by contribution assumption: employee only about $88,836 at 4% or $59,224 at 6%; with 50% employer match about $59,224 at 4% or $39,483 at 6%; with 100% employer match about $44,418 at 4% or $29,612 at 6%.
2011134$1,509,013$111,102$3,268iApproximate average salary by contribution assumption: employee only about $81,693 at 4% or $54,462 at 6%; with 50% employer match about $54,462 at 4% or $36,308 at 6%; with 100% employer match about $40,846 at 4% or $27,231 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-34$1,509,013$111,102$3,268iApproximate average salary by contribution assumption: employee only about $81,693 at 4% or $54,462 at 6%; with 50% employer match about $54,462 at 4% or $36,308 at 6%; with 100% employer match about $40,846 at 4% or $27,231 at 6%.
2010128$1,531,949$93,537$3,341iApproximate average salary by contribution assumption: employee only about $83,515 at 4% or $55,677 at 6%; with 50% employer match about $55,677 at 4% or $37,118 at 6%; with 100% employer match about $41,758 at 4% or $27,838 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-28$1,531,949$93,537$3,341iApproximate average salary by contribution assumption: employee only about $83,515 at 4% or $55,677 at 6%; with 50% employer match about $55,677 at 4% or $37,118 at 6%; with 100% employer match about $41,758 at 4% or $27,838 at 6%.
2009131$1,244,945$93,511$3,016iApproximate average salary by contribution assumption: employee only about $75,412 at 4% or $50,275 at 6%; with 50% employer match about $50,275 at 4% or $33,516 at 6%; with 100% employer match about $37,706 at 4% or $25,137 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-31$1,244,945$93,511$3,016iApproximate average salary by contribution assumption: employee only about $75,412 at 4% or $50,275 at 6%; with 50% employer match about $50,275 at 4% or $33,516 at 6%; with 100% employer match about $37,706 at 4% or $25,137 at 6%.
2008127$863,739$88,338$3,272iApproximate average salary by contribution assumption: employee only about $81,794 at 4% or $54,530 at 6%; with 50% employer match about $54,530 at 4% or $36,353 at 6%; with 100% employer match about $40,897 at 4% or $27,265 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-27$863,739$88,338$3,272iApproximate average salary by contribution assumption: employee only about $81,794 at 4% or $54,530 at 6%; with 50% employer match about $54,530 at 4% or $36,353 at 6%; with 100% employer match about $40,897 at 4% or $27,265 at 6%.
2007126$0$0-
Welgaard Cpas & Advisors PC. 401(K) Plan-26---
2006127$1,077,856$88,558$3,280iApproximate average salary by contribution assumption: employee only about $81,998 at 4% or $54,665 at 6%; with 50% employer match about $54,665 at 4% or $36,444 at 6%; with 100% employer match about $40,999 at 4% or $27,333 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-27$1,077,856$88,558$3,280iApproximate average salary by contribution assumption: employee only about $81,998 at 4% or $54,665 at 6%; with 50% employer match about $54,665 at 4% or $36,444 at 6%; with 100% employer match about $40,999 at 4% or $27,333 at 6%.
2005122$865,645$72,430$3,292iApproximate average salary by contribution assumption: employee only about $82,307 at 4% or $54,871 at 6%; with 50% employer match about $54,871 at 4% or $36,581 at 6%; with 100% employer match about $41,153 at 4% or $27,436 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-22$865,645$72,430$3,292iApproximate average salary by contribution assumption: employee only about $82,307 at 4% or $54,871 at 6%; with 50% employer match about $54,871 at 4% or $36,581 at 6%; with 100% employer match about $41,153 at 4% or $27,436 at 6%.
2004121$718,113$77,737$3,702iApproximate average salary by contribution assumption: employee only about $92,544 at 4% or $61,696 at 6%; with 50% employer match about $61,696 at 4% or $41,131 at 6%; with 100% employer match about $46,272 at 4% or $30,848 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-21$718,113$77,737$3,702iApproximate average salary by contribution assumption: employee only about $92,544 at 4% or $61,696 at 6%; with 50% employer match about $61,696 at 4% or $41,131 at 6%; with 100% employer match about $46,272 at 4% or $30,848 at 6%.
2003122$557,805$57,947$2,634iApproximate average salary by contribution assumption: employee only about $65,849 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,950 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-22$557,805$57,947$2,634iApproximate average salary by contribution assumption: employee only about $65,849 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,950 at 6%.
2002122$531,508$64,575$2,935iApproximate average salary by contribution assumption: employee only about $73,381 at 4% or $48,920 at 6%; with 50% employer match about $48,920 at 4% or $32,614 at 6%; with 100% employer match about $36,690 at 4% or $24,460 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-22$531,508$64,575$2,935iApproximate average salary by contribution assumption: employee only about $73,381 at 4% or $48,920 at 6%; with 50% employer match about $48,920 at 4% or $32,614 at 6%; with 100% employer match about $36,690 at 4% or $24,460 at 6%.
2001220$566,675$87,142$4,357iApproximate average salary by contribution assumption: employee only about $108,928 at 4% or $72,618 at 6%; with 50% employer match about $72,618 at 4% or $48,412 at 6%; with 100% employer match about $54,464 at 4% or $36,309 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-20$566,675$56,629$2,831iApproximate average salary by contribution assumption: employee only about $70,786 at 4% or $47,191 at 6%; with 50% employer match about $47,191 at 4% or $31,461 at 6%; with 100% employer match about $35,393 at 4% or $23,595 at 6%.
Schuring & Uitermarkt PC Flexible Spending Plan-18-$30,513$1,695iApproximate average salary by contribution assumption: employee only about $42,379 at 4% or $28,253 at 6%; with 50% employer match about $28,253 at 4% or $18,835 at 6%; with 100% employer match about $21,190 at 4% or $14,126 at 6%.
2000117$0$30,006$1,765iApproximate average salary by contribution assumption: employee only about $44,126 at 4% or $29,418 at 6%; with 50% employer match about $29,418 at 4% or $19,612 at 6%; with 100% employer match about $22,063 at 4% or $14,709 at 6%.
Schuring & Uitermarkt PC Flexible Spending Plan-17-$30,006$1,765iApproximate average salary by contribution assumption: employee only about $44,126 at 4% or $29,418 at 6%; with 50% employer match about $29,418 at 4% or $19,612 at 6%; with 100% employer match about $22,063 at 4% or $14,709 at 6%.
1999219$563,467$69,933$3,681iApproximate average salary by contribution assumption: employee only about $92,017 at 4% or $61,345 at 6%; with 50% employer match about $61,345 at 4% or $40,896 at 6%; with 100% employer match about $46,009 at 4% or $30,672 at 6%.
Welgaard Cpas & Advisors PC. 401(K) Plan-19$563,467$46,907$2,469iApproximate average salary by contribution assumption: employee only about $61,720 at 4% or $41,146 at 6%; with 50% employer match about $41,146 at 4% or $27,431 at 6%; with 100% employer match about $30,860 at 4% or $20,573 at 6%.
Schuring & Uitermarkt PC Flexible Spending Plan-11-$23,026$2,093iApproximate average salary by contribution assumption: employee only about $52,332 at 4% or $34,888 at 6%; with 50% employer match about $34,888 at 4% or $23,259 at 6%; with 100% employer match about $26,166 at 4% or $17,444 at 6%.