Civic Intelligence

Wells, Wascow & Roessler, L.L.C.

Plan context: Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust

EIN 46-3951425 • 10 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$5,361,687

2024 Contributions

$77,989

Historical Graphs

Total Assets Over Time

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

$5,369,629$2,684,815$0201520192023YearValue
$5,361,687Latest year 2023

Participants Over Time

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

1160201520192023YearValue
11Latest year 2023

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
202410$0$0-
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-0---
2023111$5,361,687$77,989$7,090iApproximate average salary by contribution assumption: employee only about $177,248 at 4% or $118,165 at 6%; with 50% employer match about $118,165 at 4% or $78,777 at 6%; with 100% employer match about $88,624 at 4% or $59,083 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-11$5,361,687$77,989$7,090iApproximate average salary by contribution assumption: employee only about $177,248 at 4% or $118,165 at 6%; with 50% employer match about $118,165 at 4% or $78,777 at 6%; with 100% employer match about $88,624 at 4% or $59,083 at 6%.
2022111$4,550,417$136,121$12,375iApproximate average salary by contribution assumption: employee only about $309,366 at 4% or $206,244 at 6%; with 50% employer match about $206,244 at 4% or $137,496 at 6%; with 100% employer match about $154,683 at 4% or $103,122 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-11$4,550,417$136,121$12,375iApproximate average salary by contribution assumption: employee only about $309,366 at 4% or $206,244 at 6%; with 50% employer match about $206,244 at 4% or $137,496 at 6%; with 100% employer match about $154,683 at 4% or $103,122 at 6%.
202119$5,369,629$139,705$15,523iApproximate average salary by contribution assumption: employee only about $388,069 at 4% or $258,713 at 6%; with 50% employer match about $258,713 at 4% or $172,475 at 6%; with 100% employer match about $194,035 at 4% or $129,356 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-9$5,369,629$139,705$15,523iApproximate average salary by contribution assumption: employee only about $388,069 at 4% or $258,713 at 6%; with 50% employer match about $258,713 at 4% or $172,475 at 6%; with 100% employer match about $194,035 at 4% or $129,356 at 6%.
202018$4,696,147$112,962$14,120iApproximate average salary by contribution assumption: employee only about $353,006 at 4% or $235,338 at 6%; with 50% employer match about $235,338 at 4% or $156,892 at 6%; with 100% employer match about $176,503 at 4% or $117,669 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-8$4,696,147$112,962$14,120iApproximate average salary by contribution assumption: employee only about $353,006 at 4% or $235,338 at 6%; with 50% employer match about $235,338 at 4% or $156,892 at 6%; with 100% employer match about $176,503 at 4% or $117,669 at 6%.
2019110$4,150,532$145,888$14,589iApproximate average salary by contribution assumption: employee only about $364,720 at 4% or $243,147 at 6%; with 50% employer match about $243,147 at 4% or $162,098 at 6%; with 100% employer match about $182,360 at 4% or $121,573 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-10$4,150,532$145,888$14,589iApproximate average salary by contribution assumption: employee only about $364,720 at 4% or $243,147 at 6%; with 50% employer match about $243,147 at 4% or $162,098 at 6%; with 100% employer match about $182,360 at 4% or $121,573 at 6%.
201819$3,551,207$137,899$15,322iApproximate average salary by contribution assumption: employee only about $383,053 at 4% or $255,369 at 6%; with 50% employer match about $255,369 at 4% or $170,246 at 6%; with 100% employer match about $191,526 at 4% or $127,684 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-9$3,551,207$137,899$15,322iApproximate average salary by contribution assumption: employee only about $383,053 at 4% or $255,369 at 6%; with 50% employer match about $255,369 at 4% or $170,246 at 6%; with 100% employer match about $191,526 at 4% or $127,684 at 6%.
2017110$3,624,600$133,297$13,330iApproximate average salary by contribution assumption: employee only about $333,243 at 4% or $222,162 at 6%; with 50% employer match about $222,162 at 4% or $148,108 at 6%; with 100% employer match about $166,621 at 4% or $111,081 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-10$3,624,600$133,297$13,330iApproximate average salary by contribution assumption: employee only about $333,243 at 4% or $222,162 at 6%; with 50% employer match about $222,162 at 4% or $148,108 at 6%; with 100% employer match about $166,621 at 4% or $111,081 at 6%.
201619$3,118,659$120,651$13,406iApproximate average salary by contribution assumption: employee only about $335,142 at 4% or $223,428 at 6%; with 50% employer match about $223,428 at 4% or $148,952 at 6%; with 100% employer match about $167,571 at 4% or $111,714 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-9$3,118,659$120,651$13,406iApproximate average salary by contribution assumption: employee only about $335,142 at 4% or $223,428 at 6%; with 50% employer match about $223,428 at 4% or $148,952 at 6%; with 100% employer match about $167,571 at 4% or $111,714 at 6%.
201518$2,875,419$132,652$16,582iApproximate average salary by contribution assumption: employee only about $414,538 at 4% or $276,358 at 6%; with 50% employer match about $276,358 at 4% or $184,239 at 6%; with 100% employer match about $207,269 at 4% or $138,179 at 6%.
Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust-8$2,875,419$132,652$16,582iApproximate average salary by contribution assumption: employee only about $414,538 at 4% or $276,358 at 6%; with 50% employer match about $276,358 at 4% or $184,239 at 6%; with 100% employer match about $207,269 at 4% or $138,179 at 6%.