Civic Intelligence

Gregory K. Wells & Associates, P.A.

Plan context: Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust

EIN 52-1796383 • 7 filings • 4 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$186,569

2005 Contributions

$27,178

Historical Graphs

Total Assets Over Time

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

$186,569$93,285$0199920022004YearValue
$186,569Latest year 2004

Participants Over Time

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

630199920022004YearValue
1Latest year 2004

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
200510$0$0-
Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust-0---
200411$186,569$27,178$27,178iApproximate average salary by contribution assumption: employee only about $679,450 at 4% or $452,967 at 6%; with 50% employer match about $452,967 at 4% or $301,978 at 6%; with 100% employer match about $339,725 at 4% or $226,483 at 6%.
Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust-1$186,569$27,178$27,178iApproximate average salary by contribution assumption: employee only about $679,450 at 4% or $452,967 at 6%; with 50% employer match about $452,967 at 4% or $301,978 at 6%; with 100% employer match about $339,725 at 4% or $226,483 at 6%.
200315$171,909$44,838$8,968iApproximate average salary by contribution assumption: employee only about $224,190 at 4% or $149,460 at 6%; with 50% employer match about $149,460 at 4% or $99,640 at 6%; with 100% employer match about $112,095 at 4% or $74,730 at 6%.
Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust-5$171,909$44,838$8,968iApproximate average salary by contribution assumption: employee only about $224,190 at 4% or $149,460 at 6%; with 50% employer match about $149,460 at 4% or $99,640 at 6%; with 100% employer match about $112,095 at 4% or $74,730 at 6%.
200212$113,247$41,941$20,971iApproximate average salary by contribution assumption: employee only about $524,263 at 4% or $349,508 at 6%; with 50% employer match about $349,508 at 4% or $233,006 at 6%; with 100% employer match about $262,131 at 4% or $174,754 at 6%.
Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust-2$113,247$41,941$20,971iApproximate average salary by contribution assumption: employee only about $524,263 at 4% or $349,508 at 6%; with 50% employer match about $349,508 at 4% or $233,006 at 6%; with 100% employer match about $262,131 at 4% or $174,754 at 6%.
200112$0$0-
Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust-2---
200013$60,965$39,904$13,301iApproximate average salary by contribution assumption: employee only about $332,533 at 4% or $221,689 at 6%; with 50% employer match about $221,689 at 4% or $147,793 at 6%; with 100% employer match about $166,267 at 4% or $110,844 at 6%.
Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust-3$60,965$39,904$13,301iApproximate average salary by contribution assumption: employee only about $332,533 at 4% or $221,689 at 6%; with 50% employer match about $221,689 at 4% or $147,793 at 6%; with 100% employer match about $166,267 at 4% or $110,844 at 6%.
199916$36,415$29,706$4,951iApproximate average salary by contribution assumption: employee only about $123,775 at 4% or $82,517 at 6%; with 50% employer match about $82,517 at 4% or $55,011 at 6%; with 100% employer match about $61,888 at 4% or $41,258 at 6%.
Gregory K. Wells & Associates, P.A. 401K Profit Sharing Plan and Trust-6$36,415$29,706$4,951iApproximate average salary by contribution assumption: employee only about $123,775 at 4% or $82,517 at 6%; with 50% employer match about $82,517 at 4% or $55,011 at 6%; with 100% employer match about $61,888 at 4% or $41,258 at 6%.