Wells, Jenkins, Lucas and Jenkins PLLC
Plan context: Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust
EIN 56-1804540 • Winston-salem, NC • 11 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
59
2016 Assets
$5,439,188
2016 Contributions
$1,302,881
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 59 | $5,439,188 | $1,302,881 | $22,083iApproximate average salary by contribution assumption: employee only about $552,068 at 4% or $368,045 at 6%; with 50% employer match about $368,045 at 4% or $245,364 at 6%; with 100% employer match about $276,034 at 4% or $184,023 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 59 | $5,439,188 | $1,302,881 | $22,083iApproximate average salary by contribution assumption: employee only about $552,068 at 4% or $368,045 at 6%; with 50% employer match about $368,045 at 4% or $245,364 at 6%; with 100% employer match about $276,034 at 4% or $184,023 at 6%. |
| 2015 | 1 | 36 | $3,965,351 | $166,162 | $4,616iApproximate average salary by contribution assumption: employee only about $115,390 at 4% or $76,927 at 6%; with 50% employer match about $76,927 at 4% or $51,285 at 6%; with 100% employer match about $57,695 at 4% or $38,463 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 36 | $3,965,351 | $166,162 | $4,616iApproximate average salary by contribution assumption: employee only about $115,390 at 4% or $76,927 at 6%; with 50% employer match about $76,927 at 4% or $51,285 at 6%; with 100% employer match about $57,695 at 4% or $38,463 at 6%. |
| 2014 | 1 | 41 | $4,176,979 | $171,606 | $4,186iApproximate average salary by contribution assumption: employee only about $104,638 at 4% or $69,759 at 6%; with 50% employer match about $69,759 at 4% or $46,506 at 6%; with 100% employer match about $52,319 at 4% or $34,879 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 41 | $4,176,979 | $171,606 | $4,186iApproximate average salary by contribution assumption: employee only about $104,638 at 4% or $69,759 at 6%; with 50% employer match about $69,759 at 4% or $46,506 at 6%; with 100% employer match about $52,319 at 4% or $34,879 at 6%. |
| 2013 | 1 | 36 | $3,844,752 | $222,175 | $6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,859 at 6%; with 50% employer match about $102,859 at 4% or $68,573 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 36 | $3,844,752 | $222,175 | $6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,859 at 6%; with 50% employer match about $102,859 at 4% or $68,573 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%. |
| 2012 | 1 | 36 | $3,017,658 | $207,335 | $5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 36 | $3,017,658 | $207,335 | $5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%. |
| 2011 | 1 | 32 | $2,584,713 | $193,012 | $6,032iApproximate average salary by contribution assumption: employee only about $150,791 at 4% or $100,527 at 6%; with 50% employer match about $100,527 at 4% or $67,018 at 6%; with 100% employer match about $75,395 at 4% or $50,264 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 32 | $2,584,713 | $193,012 | $6,032iApproximate average salary by contribution assumption: employee only about $150,791 at 4% or $100,527 at 6%; with 50% employer match about $100,527 at 4% or $67,018 at 6%; with 100% employer match about $75,395 at 4% or $50,264 at 6%. |
| 2010 | 1 | 36 | $2,707,244 | $201,891 | $5,608iApproximate average salary by contribution assumption: employee only about $140,202 at 4% or $93,468 at 6%; with 50% employer match about $93,468 at 4% or $62,312 at 6%; with 100% employer match about $70,101 at 4% or $46,734 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 36 | $2,707,244 | $201,891 | $5,608iApproximate average salary by contribution assumption: employee only about $140,202 at 4% or $93,468 at 6%; with 50% employer match about $93,468 at 4% or $62,312 at 6%; with 100% employer match about $70,101 at 4% or $46,734 at 6%. |
| 2009 | 1 | 33 | $2,272,174 | $231,806 | $7,024iApproximate average salary by contribution assumption: employee only about $175,611 at 4% or $117,074 at 6%; with 50% employer match about $117,074 at 4% or $78,049 at 6%; with 100% employer match about $87,805 at 4% or $58,537 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 33 | $2,272,174 | $231,806 | $7,024iApproximate average salary by contribution assumption: employee only about $175,611 at 4% or $117,074 at 6%; with 50% employer match about $117,074 at 4% or $78,049 at 6%; with 100% employer match about $87,805 at 4% or $58,537 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 25 | - | - | - |
| 2000 | 1 | 26 | $749,068 | $88,568 | $3,406iApproximate average salary by contribution assumption: employee only about $85,162 at 4% or $56,774 at 6%; with 50% employer match about $56,774 at 4% or $37,850 at 6%; with 100% employer match about $42,581 at 4% or $28,387 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 26 | $749,068 | $88,568 | $3,406iApproximate average salary by contribution assumption: employee only about $85,162 at 4% or $56,774 at 6%; with 50% employer match about $56,774 at 4% or $37,850 at 6%; with 100% employer match about $42,581 at 4% or $28,387 at 6%. |
| 1999 | 1 | 21 | $680,819 | $70,959 | $3,379iApproximate average salary by contribution assumption: employee only about $84,475 at 4% or $56,317 at 6%; with 50% employer match about $56,317 at 4% or $37,544 at 6%; with 100% employer match about $42,238 at 4% or $28,158 at 6%. |
| Wells, Jenkins, Lucas & Jenkins Profit Sharing Plan & Trust | - | 21 | $680,819 | $70,959 | $3,379iApproximate average salary by contribution assumption: employee only about $84,475 at 4% or $56,317 at 6%; with 50% employer match about $56,317 at 4% or $37,544 at 6%; with 100% employer match about $42,238 at 4% or $28,158 at 6%. |