Civic Intelligence

Wells Funeral Home Inc.

Plan context: WELLS FUNERAL HOMES, INC. 401(K) PLAN

EIN 56-0730547 • Canton, NC • 25 filings • 4 plans

P.O. Box 1469Canton, NC 28716
Current Snapshot

Latest Year

2018

2018 Participants

21

2018 Assets

$1,982,416

2018 Contributions

$20,021

Historical Graphs

Total Assets Over Time

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

$1,982,416$991,208$0199920112017YearValue
$1,982,416Latest year 2017

Participants Over Time

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

21110199920082017YearValue
21Latest year 2017

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
201810$0$20,021-
WELLS FUNERAL HOMES, INC. 401(K) PLAN-0$0$20,021-
2017121$1,982,416$81,278$3,870iApproximate average salary by contribution assumption: employee only about $96,760 at 4% or $64,506 at 6%; with 50% employer match about $64,506 at 4% or $43,004 at 6%; with 100% employer match about $48,380 at 4% or $32,253 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-21$1,982,416$81,278$3,870iApproximate average salary by contribution assumption: employee only about $96,760 at 4% or $64,506 at 6%; with 50% employer match about $64,506 at 4% or $43,004 at 6%; with 100% employer match about $48,380 at 4% or $32,253 at 6%.
2016121$1,846,960$95,125$4,530iApproximate average salary by contribution assumption: employee only about $113,244 at 4% or $75,496 at 6%; with 50% employer match about $75,496 at 4% or $50,331 at 6%; with 100% employer match about $56,622 at 4% or $37,748 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-21$1,846,960$95,125$4,530iApproximate average salary by contribution assumption: employee only about $113,244 at 4% or $75,496 at 6%; with 50% employer match about $75,496 at 4% or $50,331 at 6%; with 100% employer match about $56,622 at 4% or $37,748 at 6%.
2015118$1,670,011$89,783$4,988iApproximate average salary by contribution assumption: employee only about $124,699 at 4% or $83,132 at 6%; with 50% employer match about $83,132 at 4% or $55,422 at 6%; with 100% employer match about $62,349 at 4% or $41,566 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-18$1,670,011$89,783$4,988iApproximate average salary by contribution assumption: employee only about $124,699 at 4% or $83,132 at 6%; with 50% employer match about $83,132 at 4% or $55,422 at 6%; with 100% employer match about $62,349 at 4% or $41,566 at 6%.
2014117$1,560,409$94,622$5,566iApproximate average salary by contribution assumption: employee only about $139,150 at 4% or $92,767 at 6%; with 50% employer match about $92,767 at 4% or $61,844 at 6%; with 100% employer match about $69,575 at 4% or $46,383 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-17$1,560,409$94,622$5,566iApproximate average salary by contribution assumption: employee only about $139,150 at 4% or $92,767 at 6%; with 50% employer match about $92,767 at 4% or $61,844 at 6%; with 100% employer match about $69,575 at 4% or $46,383 at 6%.
2013117$1,431,106$93,444$5,497iApproximate average salary by contribution assumption: employee only about $137,418 at 4% or $91,612 at 6%; with 50% employer match about $91,612 at 4% or $61,075 at 6%; with 100% employer match about $68,709 at 4% or $45,806 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-17$1,431,106$93,444$5,497iApproximate average salary by contribution assumption: employee only about $137,418 at 4% or $91,612 at 6%; with 50% employer match about $91,612 at 4% or $61,075 at 6%; with 100% employer match about $68,709 at 4% or $45,806 at 6%.
2012114$1,272,000$90,001$6,429iApproximate average salary by contribution assumption: employee only about $160,716 at 4% or $107,144 at 6%; with 50% employer match about $107,144 at 4% or $71,429 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-14$1,272,000$90,001$6,429iApproximate average salary by contribution assumption: employee only about $160,716 at 4% or $107,144 at 6%; with 50% employer match about $107,144 at 4% or $71,429 at 6%; with 100% employer match about $80,358 at 4% or $53,572 at 6%.
2011115$1,071,510$99,312$6,621iApproximate average salary by contribution assumption: employee only about $165,520 at 4% or $110,347 at 6%; with 50% employer match about $110,347 at 4% or $73,564 at 6%; with 100% employer match about $82,760 at 4% or $55,173 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-15$1,071,510$99,312$6,621iApproximate average salary by contribution assumption: employee only about $165,520 at 4% or $110,347 at 6%; with 50% employer match about $110,347 at 4% or $73,564 at 6%; with 100% employer match about $82,760 at 4% or $55,173 at 6%.
2010116$998,534$104,621$6,539iApproximate average salary by contribution assumption: employee only about $163,470 at 4% or $108,980 at 6%; with 50% employer match about $108,980 at 4% or $72,653 at 6%; with 100% employer match about $81,735 at 4% or $54,490 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-16$998,534$104,621$6,539iApproximate average salary by contribution assumption: employee only about $163,470 at 4% or $108,980 at 6%; with 50% employer match about $108,980 at 4% or $72,653 at 6%; with 100% employer match about $81,735 at 4% or $54,490 at 6%.
2009116$788,118$107,883$6,743iApproximate average salary by contribution assumption: employee only about $168,567 at 4% or $112,378 at 6%; with 50% employer match about $112,378 at 4% or $74,919 at 6%; with 100% employer match about $84,284 at 4% or $56,189 at 6%.
WELLS FUNERAL HOMES, INC. 401(K) PLAN-16$788,118$107,883$6,743iApproximate average salary by contribution assumption: employee only about $168,567 at 4% or $112,378 at 6%; with 50% employer match about $112,378 at 4% or $74,919 at 6%; with 100% employer match about $84,284 at 4% or $56,189 at 6%.
2008117$0$0-
Wells Funeral Home Inc. Employees Retirement Plan-17---
2007218$0$0-
Wells Funeral Home Inc. Employees Retirement Plan-0---
Wells Funeral Home Inc. Employees Retirement Plan-18---
2006217$658,539$137,548$8,091iApproximate average salary by contribution assumption: employee only about $202,276 at 4% or $134,851 at 6%; with 50% employer match about $134,851 at 4% or $89,901 at 6%; with 100% employer match about $101,138 at 4% or $67,425 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-17$395,543$81,548$4,797iApproximate average salary by contribution assumption: employee only about $119,924 at 4% or $79,949 at 6%; with 50% employer match about $79,949 at 4% or $53,299 at 6%; with 100% employer match about $59,962 at 4% or $39,975 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-7$262,996$56,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
2005215$454,125$93,737$6,249iApproximate average salary by contribution assumption: employee only about $156,228 at 4% or $104,152 at 6%; with 50% employer match about $104,152 at 4% or $69,435 at 6%; with 100% employer match about $78,114 at 4% or $52,076 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-15$271,007$63,737$4,249iApproximate average salary by contribution assumption: employee only about $106,228 at 4% or $70,819 at 6%; with 50% employer match about $70,819 at 4% or $47,213 at 6%; with 100% employer match about $53,114 at 4% or $35,409 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-7$183,118$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
2004215$343,627$63,886$4,259iApproximate average salary by contribution assumption: employee only about $106,477 at 4% or $70,984 at 6%; with 50% employer match about $70,984 at 4% or $47,323 at 6%; with 100% employer match about $53,238 at 4% or $35,492 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-15$197,704$55,846$3,723iApproximate average salary by contribution assumption: employee only about $93,077 at 4% or $62,051 at 6%; with 50% employer match about $62,051 at 4% or $41,367 at 6%; with 100% employer match about $46,538 at 4% or $31,026 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-7$145,923$8,040$1,149iApproximate average salary by contribution assumption: employee only about $28,714 at 4% or $19,143 at 6%; with 50% employer match about $19,143 at 4% or $12,762 at 6%; with 100% employer match about $14,357 at 4% or $9,571 at 6%.
200318$0$0-
Wells Funeral Home Inc. Employees Retirement Plan-8---
2002212$22,441$24,297$2,025iApproximate average salary by contribution assumption: employee only about $50,619 at 4% or $33,746 at 6%; with 50% employer match about $33,746 at 4% or $22,497 at 6%; with 100% employer match about $25,309 at 4% or $16,873 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-12$22,441$24,297$2,025iApproximate average salary by contribution assumption: employee only about $50,619 at 4% or $33,746 at 6%; with 50% employer match about $33,746 at 4% or $22,497 at 6%; with 100% employer match about $25,309 at 4% or $16,873 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-10---
2001110$0$0-
Wells Funeral Home Inc. Employees Retirement Plan-10---
2000114$0$0-
Wells Funeral Home Inc. Employees Retirement Plan-14---
1999112$181,821$26,828$2,236iApproximate average salary by contribution assumption: employee only about $55,892 at 4% or $37,261 at 6%; with 50% employer match about $37,261 at 4% or $24,841 at 6%; with 100% employer match about $27,946 at 4% or $18,631 at 6%.
Wells Funeral Home Inc. Employees Retirement Plan-12$181,821$26,828$2,236iApproximate average salary by contribution assumption: employee only about $55,892 at 4% or $37,261 at 6%; with 50% employer match about $37,261 at 4% or $24,841 at 6%; with 100% employer match about $27,946 at 4% or $18,631 at 6%.