Wells, Conrade & Sims Inc.
Plan context: Wells, Conrade & Sims Inc. 401K Plan
EIN 48-1053144 • 8 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
15
2007 Assets
$3,896
2007 Contributions
$97,279
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Wells, Conrade & Sims Inc. 401K Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $3,896 | $0 | - |
| Wells, Conrade & Sims Inc. 401K Plan | - | 0 | $3,896 | - | - |
| 2005 | 1 | 15 | $1,145,319 | $97,279 | $6,485iApproximate average salary by contribution assumption: employee only about $162,132 at 4% or $108,088 at 6%; with 50% employer match about $108,088 at 4% or $72,059 at 6%; with 100% employer match about $81,066 at 4% or $54,044 at 6%. |
| Wells, Conrade & Sims Inc. 401K Plan | - | 15 | $1,145,319 | $97,279 | $6,485iApproximate average salary by contribution assumption: employee only about $162,132 at 4% or $108,088 at 6%; with 50% employer match about $108,088 at 4% or $72,059 at 6%; with 100% employer match about $81,066 at 4% or $54,044 at 6%. |
| 2004 | 1 | 13 | $1,010,545 | $102,728 | $7,902iApproximate average salary by contribution assumption: employee only about $197,554 at 4% or $131,703 at 6%; with 50% employer match about $131,703 at 4% or $87,802 at 6%; with 100% employer match about $98,777 at 4% or $65,851 at 6%. |
| Wells, Conrade & Sims Inc. 401K Plan | - | 13 | $1,010,545 | $102,728 | $7,902iApproximate average salary by contribution assumption: employee only about $197,554 at 4% or $131,703 at 6%; with 50% employer match about $131,703 at 4% or $87,802 at 6%; with 100% employer match about $98,777 at 4% or $65,851 at 6%. |
| 2003 | 1 | 10 | $815,136 | $109,324 | $10,932iApproximate average salary by contribution assumption: employee only about $273,310 at 4% or $182,207 at 6%; with 50% employer match about $182,207 at 4% or $121,471 at 6%; with 100% employer match about $136,655 at 4% or $91,103 at 6%. |
| Wells, Conrade & Sims Inc. 401K Plan | - | 10 | $815,136 | $109,324 | $10,932iApproximate average salary by contribution assumption: employee only about $273,310 at 4% or $182,207 at 6%; with 50% employer match about $182,207 at 4% or $121,471 at 6%; with 100% employer match about $136,655 at 4% or $91,103 at 6%. |
| 2002 | 1 | 10 | $580,728 | $74,406 | $7,441iApproximate average salary by contribution assumption: employee only about $186,015 at 4% or $124,010 at 6%; with 50% employer match about $124,010 at 4% or $82,673 at 6%; with 100% employer match about $93,008 at 4% or $62,005 at 6%. |
| Wells, Conrade & Sims Inc. 401K Plan | - | 10 | $580,728 | $74,406 | $7,441iApproximate average salary by contribution assumption: employee only about $186,015 at 4% or $124,010 at 6%; with 50% employer match about $124,010 at 4% or $82,673 at 6%; with 100% employer match about $93,008 at 4% or $62,005 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Wells, Conrade & Sims Inc. 401K Plan | - | 11 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| Wells, Conrade & Sims Inc. 401K Plan | - | 10 | - | - | - |