Civic Intelligence

WELLS ENTERPRISES, INC.

Plan context: The Wine Source 401(K) Plan

EIN 52-1681181 • Baltimore, MD • 23 filings • 3 plans

3601 Elm AvenueBaltimore, MD 21211
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$1,226,399

2024 Contributions

$240,801

Historical Graphs

Total Assets Over Time

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

$2,893,638$1,446,819$0200520152024YearValue
$1,226,399Latest year 2024

Participants Over Time

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

35180200520152024YearValue
35Latest year 2024

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
2024235$1,226,399$240,801$6,880iApproximate average salary by contribution assumption: employee only about $172,001 at 4% or $114,667 at 6%; with 50% employer match about $114,667 at 4% or $76,445 at 6%; with 100% employer match about $86,000 at 4% or $57,334 at 6%.
The Wine Source 401(K) Plan-35$1,226,399$240,801$6,880iApproximate average salary by contribution assumption: employee only about $172,001 at 4% or $114,667 at 6%; with 50% employer match about $114,667 at 4% or $76,445 at 6%; with 100% employer match about $86,000 at 4% or $57,334 at 6%.
The Wine Source Inc. Cash Balance Plan-0$0$0-
2023234$2,893,638$632,323$18,598iApproximate average salary by contribution assumption: employee only about $464,943 at 4% or $309,962 at 6%; with 50% employer match about $309,962 at 4% or $206,642 at 6%; with 100% employer match about $232,472 at 4% or $154,981 at 6%.
The Wine Source 401(K) Plan-34$1,778,168$252,323$7,421iApproximate average salary by contribution assumption: employee only about $185,532 at 4% or $123,688 at 6%; with 50% employer match about $123,688 at 4% or $82,458 at 6%; with 100% employer match about $92,766 at 4% or $61,844 at 6%.
The Wine Source Inc. Cash Balance Plan-21$1,115,470$380,000$18,095iApproximate average salary by contribution assumption: employee only about $452,381 at 4% or $301,587 at 6%; with 50% employer match about $301,587 at 4% or $201,058 at 6%; with 100% employer match about $226,190 at 4% or $150,794 at 6%.
2022235$2,078,578$625,673$17,876iApproximate average salary by contribution assumption: employee only about $446,909 at 4% or $297,940 at 6%; with 50% employer match about $297,940 at 4% or $198,626 at 6%; with 100% employer match about $223,455 at 4% or $148,970 at 6%.
The Wine Source 401(K) Plan-35$1,376,226$260,673$7,448iApproximate average salary by contribution assumption: employee only about $186,195 at 4% or $124,130 at 6%; with 50% employer match about $124,130 at 4% or $82,753 at 6%; with 100% employer match about $93,098 at 4% or $62,065 at 6%.
The Wine Source Inc. Cash Balance Plan-20$702,352$365,000$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
202119$1,266,483$101,399$11,267iApproximate average salary by contribution assumption: employee only about $281,664 at 4% or $187,776 at 6%; with 50% employer match about $187,776 at 4% or $125,184 at 6%; with 100% employer match about $140,832 at 4% or $93,888 at 6%.
The Wine Source 401(K) Plan-9$1,266,483$101,399$11,267iApproximate average salary by contribution assumption: employee only about $281,664 at 4% or $187,776 at 6%; with 50% employer match about $187,776 at 4% or $125,184 at 6%; with 100% employer match about $140,832 at 4% or $93,888 at 6%.
2020111$1,374,766$113,445$10,313iApproximate average salary by contribution assumption: employee only about $257,830 at 4% or $171,886 at 6%; with 50% employer match about $171,886 at 4% or $114,591 at 6%; with 100% employer match about $128,915 at 4% or $85,943 at 6%.
The Wine Source 401(K) Plan-11$1,374,766$113,445$10,313iApproximate average salary by contribution assumption: employee only about $257,830 at 4% or $171,886 at 6%; with 50% employer match about $171,886 at 4% or $114,591 at 6%; with 100% employer match about $128,915 at 4% or $85,943 at 6%.
2019111$1,123,561$110,803$10,073iApproximate average salary by contribution assumption: employee only about $251,825 at 4% or $167,883 at 6%; with 50% employer match about $167,883 at 4% or $111,922 at 6%; with 100% employer match about $125,913 at 4% or $83,942 at 6%.
The Wine Source 401(K) Plan-11$1,123,561$110,803$10,073iApproximate average salary by contribution assumption: employee only about $251,825 at 4% or $167,883 at 6%; with 50% employer match about $167,883 at 4% or $111,922 at 6%; with 100% employer match about $125,913 at 4% or $83,942 at 6%.
2018111$856,717$108,162$9,833iApproximate average salary by contribution assumption: employee only about $245,823 at 4% or $163,882 at 6%; with 50% employer match about $163,882 at 4% or $109,255 at 6%; with 100% employer match about $122,911 at 4% or $81,941 at 6%.
The Wine Source 401(K) Plan-11$856,717$108,162$9,833iApproximate average salary by contribution assumption: employee only about $245,823 at 4% or $163,882 at 6%; with 50% employer match about $163,882 at 4% or $109,255 at 6%; with 100% employer match about $122,911 at 4% or $81,941 at 6%.
2017111$817,432$103,991$9,454iApproximate average salary by contribution assumption: employee only about $236,343 at 4% or $157,562 at 6%; with 50% employer match about $157,562 at 4% or $105,041 at 6%; with 100% employer match about $118,172 at 4% or $78,781 at 6%.
The Wine Source 401(K) Plan-11$817,432$103,991$9,454iApproximate average salary by contribution assumption: employee only about $236,343 at 4% or $157,562 at 6%; with 50% employer match about $157,562 at 4% or $105,041 at 6%; with 100% employer match about $118,172 at 4% or $78,781 at 6%.
2016111$609,556$101,845$9,259iApproximate average salary by contribution assumption: employee only about $231,466 at 4% or $154,311 at 6%; with 50% employer match about $154,311 at 4% or $102,874 at 6%; with 100% employer match about $115,733 at 4% or $77,155 at 6%.
The Wine Source 401(K) Plan-11$609,556$101,845$9,259iApproximate average salary by contribution assumption: employee only about $231,466 at 4% or $154,311 at 6%; with 50% employer match about $154,311 at 4% or $102,874 at 6%; with 100% employer match about $115,733 at 4% or $77,155 at 6%.
2015114$704,131$110,071$7,862iApproximate average salary by contribution assumption: employee only about $196,555 at 4% or $131,037 at 6%; with 50% employer match about $131,037 at 4% or $87,358 at 6%; with 100% employer match about $98,278 at 4% or $65,518 at 6%.
The Wine Source 401(K) Plan-14$704,131$110,071$7,862iApproximate average salary by contribution assumption: employee only about $196,555 at 4% or $131,037 at 6%; with 50% employer match about $131,037 at 4% or $87,358 at 6%; with 100% employer match about $98,278 at 4% or $65,518 at 6%.
2014113$609,329$114,186$8,784iApproximate average salary by contribution assumption: employee only about $219,588 at 4% or $146,392 at 6%; with 50% employer match about $146,392 at 4% or $97,595 at 6%; with 100% employer match about $109,794 at 4% or $73,196 at 6%.
The Wine Source 401(K) Plan-13$609,329$114,186$8,784iApproximate average salary by contribution assumption: employee only about $219,588 at 4% or $146,392 at 6%; with 50% employer match about $146,392 at 4% or $97,595 at 6%; with 100% employer match about $109,794 at 4% or $73,196 at 6%.
2013113$746,229$119,610$9,201iApproximate average salary by contribution assumption: employee only about $230,019 at 4% or $153,346 at 6%; with 50% employer match about $153,346 at 4% or $102,231 at 6%; with 100% employer match about $115,010 at 4% or $76,673 at 6%.
The Wine Source 401(K) Plan-13$746,229$119,610$9,201iApproximate average salary by contribution assumption: employee only about $230,019 at 4% or $153,346 at 6%; with 50% employer match about $153,346 at 4% or $102,231 at 6%; with 100% employer match about $115,010 at 4% or $76,673 at 6%.
2012114$582,946$125,622$8,973iApproximate average salary by contribution assumption: employee only about $224,325 at 4% or $149,550 at 6%; with 50% employer match about $149,550 at 4% or $99,700 at 6%; with 100% employer match about $112,163 at 4% or $74,775 at 6%.
The Wine Source 401(K) Plan-14$582,946$125,622$8,973iApproximate average salary by contribution assumption: employee only about $224,325 at 4% or $149,550 at 6%; with 50% employer match about $149,550 at 4% or $99,700 at 6%; with 100% employer match about $112,163 at 4% or $74,775 at 6%.
2011114$412,955$121,104$8,650iApproximate average salary by contribution assumption: employee only about $216,257 at 4% or $144,171 at 6%; with 50% employer match about $144,171 at 4% or $96,114 at 6%; with 100% employer match about $108,129 at 4% or $72,086 at 6%.
The Wine Source 401(K) Plan-14$412,955$121,104$8,650iApproximate average salary by contribution assumption: employee only about $216,257 at 4% or $144,171 at 6%; with 50% employer match about $144,171 at 4% or $96,114 at 6%; with 100% employer match about $108,129 at 4% or $72,086 at 6%.
2010113$311,146$108,770$8,367iApproximate average salary by contribution assumption: employee only about $209,173 at 4% or $139,449 at 6%; with 50% employer match about $139,449 at 4% or $92,966 at 6%; with 100% employer match about $104,587 at 4% or $69,724 at 6%.
The Wine Source 401(K) Plan-13$311,146$108,770$8,367iApproximate average salary by contribution assumption: employee only about $209,173 at 4% or $139,449 at 6%; with 50% employer match about $139,449 at 4% or $92,966 at 6%; with 100% employer match about $104,587 at 4% or $69,724 at 6%.
2009118$164,391$68,550$3,808iApproximate average salary by contribution assumption: employee only about $95,208 at 4% or $63,472 at 6%; with 50% employer match about $63,472 at 4% or $42,315 at 6%; with 100% employer match about $47,604 at 4% or $31,736 at 6%.
The Wine Source 401(K) Plan-18$164,391$68,550$3,808iApproximate average salary by contribution assumption: employee only about $95,208 at 4% or $63,472 at 6%; with 50% employer match about $63,472 at 4% or $42,315 at 6%; with 100% employer match about $47,604 at 4% or $31,736 at 6%.
2008114$67,602$31,935$2,281iApproximate average salary by contribution assumption: employee only about $57,027 at 4% or $38,018 at 6%; with 50% employer match about $38,018 at 4% or $25,345 at 6%; with 100% employer match about $28,513 at 4% or $19,009 at 6%.
The Wine Source 401(K) Plan-14$67,602$31,935$2,281iApproximate average salary by contribution assumption: employee only about $57,027 at 4% or $38,018 at 6%; with 50% employer match about $38,018 at 4% or $25,345 at 6%; with 100% employer match about $28,513 at 4% or $19,009 at 6%.
2007111$0$0-
The Wine Source 401(K) Plan-11---
2006112$53,759$34,097$2,841iApproximate average salary by contribution assumption: employee only about $71,035 at 4% or $47,357 at 6%; with 50% employer match about $47,357 at 4% or $31,571 at 6%; with 100% employer match about $35,518 at 4% or $23,678 at 6%.
The Wine Source 401(K) Plan-12$53,759$34,097$2,841iApproximate average salary by contribution assumption: employee only about $71,035 at 4% or $47,357 at 6%; with 50% employer match about $47,357 at 4% or $31,571 at 6%; with 100% employer match about $35,518 at 4% or $23,678 at 6%.
200516$20,171$19,666$3,278iApproximate average salary by contribution assumption: employee only about $81,942 at 4% or $54,628 at 6%; with 50% employer match about $54,628 at 4% or $36,419 at 6%; with 100% employer match about $40,971 at 4% or $27,314 at 6%.
The Wine Source 401(K) Plan-6$20,171$19,666$3,278iApproximate average salary by contribution assumption: employee only about $81,942 at 4% or $54,628 at 6%; with 50% employer match about $54,628 at 4% or $36,419 at 6%; with 100% employer match about $40,971 at 4% or $27,314 at 6%.