Civic Intelligence

James H. Wells, Dds, Pa

Plan context: James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan

EIN 56-1565529 • Mount Airy, NC • 41 filings • 3 plans

P. O. Box 1383Mount Airy, NC 27030
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$16,034,062

2024 Contributions

$938,071

Historical Graphs

Total Assets Over Time

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

$16,034,062$8,017,031$0199920132024YearValue
$16,034,062Latest year 2024

Participants Over Time

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

25130199920122024YearValue
24Latest 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
2024224$16,034,062$938,071$39,086iApproximate average salary by contribution assumption: employee only about $977,157 at 4% or $651,438 at 6%; with 50% employer match about $651,438 at 4% or $434,292 at 6%; with 100% employer match about $488,579 at 4% or $325,719 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-24$16,034,062$938,071$39,086iApproximate average salary by contribution assumption: employee only about $977,157 at 4% or $651,438 at 6%; with 50% employer match about $651,438 at 4% or $434,292 at 6%; with 100% employer match about $488,579 at 4% or $325,719 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-0$0--
2023224$8,259,450$138,166$5,757iApproximate average salary by contribution assumption: employee only about $143,923 at 4% or $95,949 at 6%; with 50% employer match about $95,949 at 4% or $63,966 at 6%; with 100% employer match about $71,961 at 4% or $47,974 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-24$7,313,082$128,194$5,341iApproximate average salary by contribution assumption: employee only about $133,535 at 4% or $89,024 at 6%; with 50% employer match about $89,024 at 4% or $59,349 at 6%; with 100% employer match about $66,768 at 4% or $44,512 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-19$946,368$9,972$525iApproximate average salary by contribution assumption: employee only about $13,121 at 4% or $8,747 at 6%; with 50% employer match about $8,747 at 4% or $5,832 at 6%; with 100% employer match about $6,561 at 4% or $4,374 at 6%.
2022220$5,349,179$104,645$5,232iApproximate average salary by contribution assumption: employee only about $130,806 at 4% or $87,204 at 6%; with 50% employer match about $87,204 at 4% or $58,136 at 6%; with 100% employer match about $65,403 at 4% or $43,602 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-20$4,525,491$104,645$5,232iApproximate average salary by contribution assumption: employee only about $130,806 at 4% or $87,204 at 6%; with 50% employer match about $87,204 at 4% or $58,136 at 6%; with 100% employer match about $65,403 at 4% or $43,602 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-20$823,688--
2021220$6,755,436$114,001$5,700iApproximate average salary by contribution assumption: employee only about $142,501 at 4% or $95,001 at 6%; with 50% employer match about $95,001 at 4% or $63,334 at 6%; with 100% employer match about $71,251 at 4% or $47,500 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-20$5,815,651$114,001$5,700iApproximate average salary by contribution assumption: employee only about $142,501 at 4% or $95,001 at 6%; with 50% employer match about $95,001 at 4% or $63,334 at 6%; with 100% employer match about $71,251 at 4% or $47,500 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-20$939,785--
2020220$6,432,641$95,153$4,758iApproximate average salary by contribution assumption: employee only about $118,941 at 4% or $79,294 at 6%; with 50% employer match about $79,294 at 4% or $52,863 at 6%; with 100% employer match about $59,471 at 4% or $39,647 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-19$5,618,405$95,153$5,008iApproximate average salary by contribution assumption: employee only about $125,201 at 4% or $83,468 at 6%; with 50% employer match about $83,468 at 4% or $55,645 at 6%; with 100% employer match about $62,601 at 4% or $41,734 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-20$814,236--
2019222$5,334,337$89,626$4,074iApproximate average salary by contribution assumption: employee only about $101,848 at 4% or $67,898 at 6%; with 50% employer match about $67,898 at 4% or $45,266 at 6%; with 100% employer match about $50,924 at 4% or $33,949 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-22$4,597,834$89,626$4,074iApproximate average salary by contribution assumption: employee only about $101,848 at 4% or $67,898 at 6%; with 50% employer match about $67,898 at 4% or $45,266 at 6%; with 100% employer match about $50,924 at 4% or $33,949 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-20$736,503--
2018220$4,289,012$107,566$5,378iApproximate average salary by contribution assumption: employee only about $134,458 at 4% or $89,638 at 6%; with 50% employer match about $89,638 at 4% or $59,759 at 6%; with 100% employer match about $67,229 at 4% or $44,819 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-19$3,655,657$107,566$5,661iApproximate average salary by contribution assumption: employee only about $141,534 at 4% or $94,356 at 6%; with 50% employer match about $94,356 at 4% or $62,904 at 6%; with 100% employer match about $70,767 at 4% or $47,178 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-20$633,355--
2017225$4,472,590$426,667$17,067iApproximate average salary by contribution assumption: employee only about $426,667 at 4% or $284,445 at 6%; with 50% employer match about $284,445 at 4% or $189,630 at 6%; with 100% employer match about $213,334 at 4% or $142,222 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-25$3,819,093$426,667$17,067iApproximate average salary by contribution assumption: employee only about $426,667 at 4% or $284,445 at 6%; with 50% employer match about $284,445 at 4% or $189,630 at 6%; with 100% employer match about $213,334 at 4% or $142,222 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-20$653,497--
2016223$3,397,718$231,130$10,049iApproximate average salary by contribution assumption: employee only about $251,228 at 4% or $167,486 at 6%; with 50% employer match about $167,486 at 4% or $111,657 at 6%; with 100% employer match about $125,614 at 4% or $83,743 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-23$2,786,896$126,130$5,484iApproximate average salary by contribution assumption: employee only about $137,098 at 4% or $91,399 at 6%; with 50% employer match about $91,399 at 4% or $60,932 at 6%; with 100% employer match about $68,549 at 4% or $45,699 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-19$610,822$105,000$5,526iApproximate average salary by contribution assumption: employee only about $138,158 at 4% or $92,105 at 6%; with 50% employer match about $92,105 at 4% or $61,404 at 6%; with 100% employer match about $69,079 at 4% or $46,053 at 6%.
2015222$2,937,886$217,449$9,884iApproximate average salary by contribution assumption: employee only about $247,101 at 4% or $164,734 at 6%; with 50% employer match about $164,734 at 4% or $109,823 at 6%; with 100% employer match about $123,551 at 4% or $82,367 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-22$2,449,105$127,449$5,793iApproximate average salary by contribution assumption: employee only about $144,828 at 4% or $96,552 at 6%; with 50% employer match about $96,552 at 4% or $64,368 at 6%; with 100% employer match about $72,414 at 4% or $48,276 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-17$488,781$90,000$5,294iApproximate average salary by contribution assumption: employee only about $132,353 at 4% or $88,235 at 6%; with 50% employer match about $88,235 at 4% or $58,824 at 6%; with 100% employer match about $66,176 at 4% or $44,118 at 6%.
2014220$2,808,179$616,927$30,846iApproximate average salary by contribution assumption: employee only about $771,159 at 4% or $514,106 at 6%; with 50% employer match about $514,106 at 4% or $342,737 at 6%; with 100% employer match about $385,579 at 4% or $257,053 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-20$2,406,150$536,927$26,846iApproximate average salary by contribution assumption: employee only about $671,159 at 4% or $447,439 at 6%; with 50% employer match about $447,439 at 4% or $298,293 at 6%; with 100% employer match about $335,579 at 4% or $223,720 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-16$402,029$80,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2013220$2,103,795$189,254$9,463iApproximate average salary by contribution assumption: employee only about $236,568 at 4% or $157,712 at 6%; with 50% employer match about $157,712 at 4% or $105,141 at 6%; with 100% employer match about $118,284 at 4% or $78,856 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-20$1,785,929$109,254$5,463iApproximate average salary by contribution assumption: employee only about $136,568 at 4% or $91,045 at 6%; with 50% employer match about $91,045 at 4% or $60,697 at 6%; with 100% employer match about $68,284 at 4% or $45,523 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-16$317,866$80,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2012220$1,762,470$187,952$9,398iApproximate average salary by contribution assumption: employee only about $234,940 at 4% or $156,627 at 6%; with 50% employer match about $156,627 at 4% or $104,418 at 6%; with 100% employer match about $117,470 at 4% or $78,313 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-20$1,533,602$108,952$5,448iApproximate average salary by contribution assumption: employee only about $136,190 at 4% or $90,793 at 6%; with 50% employer match about $90,793 at 4% or $60,529 at 6%; with 100% employer match about $68,095 at 4% or $45,397 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-15$228,868$79,000$5,267iApproximate average salary by contribution assumption: employee only about $131,667 at 4% or $87,778 at 6%; with 50% employer match about $87,778 at 4% or $58,519 at 6%; with 100% employer match about $65,833 at 4% or $43,889 at 6%.
2011220$1,460,779$180,317$9,016iApproximate average salary by contribution assumption: employee only about $225,396 at 4% or $150,264 at 6%; with 50% employer match about $150,264 at 4% or $100,176 at 6%; with 100% employer match about $112,698 at 4% or $75,132 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-20$1,311,855$106,890$5,345iApproximate average salary by contribution assumption: employee only about $133,613 at 4% or $89,075 at 6%; with 50% employer match about $89,075 at 4% or $59,383 at 6%; with 100% employer match about $66,806 at 4% or $44,538 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-15$148,924$73,427$4,895iApproximate average salary by contribution assumption: employee only about $122,378 at 4% or $81,586 at 6%; with 50% employer match about $81,586 at 4% or $54,390 at 6%; with 100% employer match about $61,189 at 4% or $40,793 at 6%.
2010219$1,181,359$190,575$10,030iApproximate average salary by contribution assumption: employee only about $250,757 at 4% or $167,171 at 6%; with 50% employer match about $167,171 at 4% or $111,447 at 6%; with 100% employer match about $125,378 at 4% or $83,586 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-19$1,109,599$118,815$6,253iApproximate average salary by contribution assumption: employee only about $156,336 at 4% or $104,224 at 6%; with 50% employer match about $104,224 at 4% or $69,482 at 6%; with 100% employer match about $78,168 at 4% or $52,112 at 6%.
James H. Wells, D.D.S., P.A. Cash Balance Plan-12$71,760$71,760$5,980iApproximate average salary by contribution assumption: employee only about $149,500 at 4% or $99,667 at 6%; with 50% employer match about $99,667 at 4% or $66,444 at 6%; with 100% employer match about $74,750 at 4% or $49,833 at 6%.
2009118$922,213$97,457$5,414iApproximate average salary by contribution assumption: employee only about $135,357 at 4% or $90,238 at 6%; with 50% employer match about $90,238 at 4% or $60,159 at 6%; with 100% employer match about $67,678 at 4% or $45,119 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-18$922,213$97,457$5,414iApproximate average salary by contribution assumption: employee only about $135,357 at 4% or $90,238 at 6%; with 50% employer match about $90,238 at 4% or $60,159 at 6%; with 100% employer match about $67,678 at 4% or $45,119 at 6%.
2008115$696,245$94,089$6,273iApproximate average salary by contribution assumption: employee only about $156,815 at 4% or $104,543 at 6%; with 50% employer match about $104,543 at 4% or $69,696 at 6%; with 100% employer match about $78,408 at 4% or $52,272 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-15$696,245$94,089$6,273iApproximate average salary by contribution assumption: employee only about $156,815 at 4% or $104,543 at 6%; with 50% employer match about $104,543 at 4% or $69,696 at 6%; with 100% employer match about $78,408 at 4% or $52,272 at 6%.
2007115$0$0-
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-15---
2006112$754,068$83,927$6,994iApproximate average salary by contribution assumption: employee only about $174,848 at 4% or $116,565 at 6%; with 50% employer match about $116,565 at 4% or $77,710 at 6%; with 100% employer match about $87,424 at 4% or $58,283 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-12$754,068$83,927$6,994iApproximate average salary by contribution assumption: employee only about $174,848 at 4% or $116,565 at 6%; with 50% employer match about $116,565 at 4% or $77,710 at 6%; with 100% employer match about $87,424 at 4% or $58,283 at 6%.
2005114$560,645$71,669$5,119iApproximate average salary by contribution assumption: employee only about $127,980 at 4% or $85,320 at 6%; with 50% employer match about $85,320 at 4% or $56,880 at 6%; with 100% employer match about $63,990 at 4% or $42,660 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-14$560,645$71,669$5,119iApproximate average salary by contribution assumption: employee only about $127,980 at 4% or $85,320 at 6%; with 50% employer match about $85,320 at 4% or $56,880 at 6%; with 100% employer match about $63,990 at 4% or $42,660 at 6%.
200419$562,131$47,886$5,321iApproximate average salary by contribution assumption: employee only about $133,017 at 4% or $88,678 at 6%; with 50% employer match about $88,678 at 4% or $59,119 at 6%; with 100% employer match about $66,508 at 4% or $44,339 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-9$562,131$47,886$5,321iApproximate average salary by contribution assumption: employee only about $133,017 at 4% or $88,678 at 6%; with 50% employer match about $88,678 at 4% or $59,119 at 6%; with 100% employer match about $66,508 at 4% or $44,339 at 6%.
2003115$0$0-
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-15---
2002117$506,223$131,439$7,732iApproximate average salary by contribution assumption: employee only about $193,293 at 4% or $128,862 at 6%; with 50% employer match about $128,862 at 4% or $85,908 at 6%; with 100% employer match about $96,646 at 4% or $64,431 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-17$506,223$131,439$7,732iApproximate average salary by contribution assumption: employee only about $193,293 at 4% or $128,862 at 6%; with 50% employer match about $128,862 at 4% or $85,908 at 6%; with 100% employer match about $96,646 at 4% or $64,431 at 6%.
2001113$0$0-
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-13---
2000112$400,952$88,686$7,391iApproximate average salary by contribution assumption: employee only about $184,763 at 4% or $123,175 at 6%; with 50% employer match about $123,175 at 4% or $82,117 at 6%; with 100% employer match about $92,381 at 4% or $61,588 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-12$400,952$88,686$7,391iApproximate average salary by contribution assumption: employee only about $184,763 at 4% or $123,175 at 6%; with 50% employer match about $123,175 at 4% or $82,117 at 6%; with 100% employer match about $92,381 at 4% or $61,588 at 6%.
1999110$540,434$74,384$7,438iApproximate average salary by contribution assumption: employee only about $185,960 at 4% or $123,973 at 6%; with 50% employer match about $123,973 at 4% or $82,649 at 6%; with 100% employer match about $92,980 at 4% or $61,987 at 6%.
James H. Wells, D.D.S., P.A. 401K Profit Sharing Plan-10$540,434$74,384$7,438iApproximate average salary by contribution assumption: employee only about $185,960 at 4% or $123,973 at 6%; with 50% employer match about $123,973 at 4% or $82,649 at 6%; with 100% employer match about $92,980 at 4% or $61,987 at 6%.