Civic Intelligence

W.E. Welch & Associates Inc.

Plan context: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

EIN 52-1945266 • Ijamsville, MD • 22 filings • 7 plans

2502 Urbana Pike Ste 200Ijamsville, MD 21754
Current Snapshot

Latest Year

2014

2014 Participants

16

2014 Assets

$190,565

2014 Contributions

$88,522

Historical Graphs

Total Assets Over Time

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

$1,092,744$546,372$0199920112014YearValue
$190,565Latest year 2014

Participants Over Time

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

92460199920072014YearValue
16Latest year 2014

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
2014116$190,565$88,522$5,533iApproximate average salary by contribution assumption: employee only about $138,316 at 4% or $92,210 at 6%; with 50% employer match about $92,210 at 4% or $61,474 at 6%; with 100% employer match about $69,158 at 4% or $46,105 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-16$190,565$88,522$5,533iApproximate average salary by contribution assumption: employee only about $138,316 at 4% or $92,210 at 6%; with 50% employer match about $92,210 at 4% or $61,474 at 6%; with 100% employer match about $69,158 at 4% or $46,105 at 6%.
2013214$956,905$29,951$2,139iApproximate average salary by contribution assumption: employee only about $53,484 at 4% or $35,656 at 6%; with 50% employer match about $35,656 at 4% or $23,771 at 6%; with 100% employer match about $26,742 at 4% or $17,828 at 6%.
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-14$790,136$18,875$1,348iApproximate average salary by contribution assumption: employee only about $33,705 at 4% or $22,470 at 6%; with 50% employer match about $22,470 at 4% or $14,980 at 6%; with 100% employer match about $16,853 at 4% or $11,235 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-12$166,769$11,076$923iApproximate average salary by contribution assumption: employee only about $23,075 at 4% or $15,383 at 6%; with 50% employer match about $15,383 at 4% or $10,256 at 6%; with 100% employer match about $11,538 at 4% or $7,692 at 6%.
2012114$159,398$46,478$3,320iApproximate average salary by contribution assumption: employee only about $82,996 at 4% or $55,331 at 6%; with 50% employer match about $55,331 at 4% or $36,887 at 6%; with 100% employer match about $41,498 at 4% or $27,665 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-14$159,398$46,478$3,320iApproximate average salary by contribution assumption: employee only about $82,996 at 4% or $55,331 at 6%; with 50% employer match about $55,331 at 4% or $36,887 at 6%; with 100% employer match about $41,498 at 4% or $27,665 at 6%.
2011220$1,092,744$297,208$14,860iApproximate average salary by contribution assumption: employee only about $371,510 at 4% or $247,673 at 6%; with 50% employer match about $247,673 at 4% or $165,116 at 6%; with 100% employer match about $185,755 at 4% or $123,837 at 6%.
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-20$862,078$71,386$3,569iApproximate average salary by contribution assumption: employee only about $89,233 at 4% or $59,488 at 6%; with 50% employer match about $59,488 at 4% or $39,659 at 6%; with 100% employer match about $44,616 at 4% or $29,744 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-20$230,666$225,822$11,291iApproximate average salary by contribution assumption: employee only about $282,278 at 4% or $188,185 at 6%; with 50% employer match about $188,185 at 4% or $125,457 at 6%; with 100% employer match about $141,139 at 4% or $94,093 at 6%.
2010220$809,799$218,089$10,904iApproximate average salary by contribution assumption: employee only about $272,611 at 4% or $181,741 at 6%; with 50% employer match about $181,741 at 4% or $121,161 at 6%; with 100% employer match about $136,306 at 4% or $90,870 at 6%.
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-20$691,452$58,677$2,934iApproximate average salary by contribution assumption: employee only about $73,346 at 4% or $48,898 at 6%; with 50% employer match about $48,898 at 4% or $32,598 at 6%; with 100% employer match about $36,673 at 4% or $24,449 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-19$118,347$159,412$8,390iApproximate average salary by contribution assumption: employee only about $209,753 at 4% or $139,835 at 6%; with 50% employer match about $139,835 at 4% or $93,223 at 6%; with 100% employer match about $104,876 at 4% or $69,918 at 6%.
2009220$716,882$244,233$12,212iApproximate average salary by contribution assumption: employee only about $305,291 at 4% or $203,528 at 6%; with 50% employer match about $203,528 at 4% or $135,685 at 6%; with 100% employer match about $152,646 at 4% or $101,764 at 6%.
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-20$644,930$72,251$3,613iApproximate average salary by contribution assumption: employee only about $90,314 at 4% or $60,209 at 6%; with 50% employer match about $60,209 at 4% or $40,139 at 6%; with 100% employer match about $45,157 at 4% or $30,105 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN-15$71,952$171,982$11,465iApproximate average salary by contribution assumption: employee only about $286,637 at 4% or $191,091 at 6%; with 50% employer match about $191,091 at 4% or $127,394 at 6%; with 100% employer match about $143,318 at 4% or $95,546 at 6%.
2008127$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-27---
2007155$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-55---
2006272$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-72---
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-72---
2005286$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-86---
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-86---
2004178$493,084$70,587$905iApproximate average salary by contribution assumption: employee only about $22,624 at 4% or $15,083 at 6%; with 50% employer match about $15,083 at 4% or $10,055 at 6%; with 100% employer match about $11,312 at 4% or $7,541 at 6%.
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-78$493,084$70,587$905iApproximate average salary by contribution assumption: employee only about $22,624 at 4% or $15,083 at 6%; with 50% employer match about $15,083 at 4% or $10,055 at 6%; with 100% employer match about $11,312 at 4% or $7,541 at 6%.
2003179$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-79---
2002192$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-92---
2001158$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-58---
2000159$0$0-
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-59---
1999146$326,447$183,328$3,985iApproximate average salary by contribution assumption: employee only about $99,635 at 4% or $66,423 at 6%; with 50% employer match about $66,423 at 4% or $44,282 at 6%; with 100% employer match about $49,817 at 4% or $33,212 at 6%.
W.E. Welch & Associates Inc. Employees 401K Profit Sharing Plan-46$326,447$183,328$3,985iApproximate average salary by contribution assumption: employee only about $99,635 at 4% or $66,423 at 6%; with 50% employer match about $66,423 at 4% or $44,282 at 6%; with 100% employer match about $49,817 at 4% or $33,212 at 6%.