Civic Intelligence

John D. Wells, D.D.S., P.A.

Plan context: Wells Dental Practices Retirement Plan & Trust

EIN 56-2259467 • Huntersville, NC • 21 filings • 3 plans

16600 Birkdale Commons PkwyOffice Bldg Ii, Suite BHuntersville, NC 28078
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$3,398,113

2024 Contributions

$337,555

Historical Graphs

Total Assets Over Time

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

$3,398,113$1,699,057$0200420152024YearValue
$3,398,113Latest year 2024

Participants Over Time

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

29150200420142024YearValue
27Latest 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
2024127$3,398,113$337,555$12,502iApproximate average salary by contribution assumption: employee only about $312,551 at 4% or $208,367 at 6%; with 50% employer match about $208,367 at 4% or $138,912 at 6%; with 100% employer match about $156,275 at 4% or $104,184 at 6%.
Wells Dental Practices Retirement Plan & Trust-27$3,398,113$337,555$12,502iApproximate average salary by contribution assumption: employee only about $312,551 at 4% or $208,367 at 6%; with 50% employer match about $208,367 at 4% or $138,912 at 6%; with 100% employer match about $156,275 at 4% or $104,184 at 6%.
2023129$2,795,166$208,061$7,175iApproximate average salary by contribution assumption: employee only about $179,363 at 4% or $119,575 at 6%; with 50% employer match about $119,575 at 4% or $79,717 at 6%; with 100% employer match about $89,681 at 4% or $59,788 at 6%.
Wells Dental Practices Retirement Plan & Trust-29$2,795,166$208,061$7,175iApproximate average salary by contribution assumption: employee only about $179,363 at 4% or $119,575 at 6%; with 50% employer match about $119,575 at 4% or $79,717 at 6%; with 100% employer match about $89,681 at 4% or $59,788 at 6%.
2022126$2,276,204$173,379$6,668iApproximate average salary by contribution assumption: employee only about $166,711 at 4% or $111,140 at 6%; with 50% employer match about $111,140 at 4% or $74,094 at 6%; with 100% employer match about $83,355 at 4% or $55,570 at 6%.
Wells Dental Practices Retirement Plan & Trust-26$2,276,204$173,379$6,668iApproximate average salary by contribution assumption: employee only about $166,711 at 4% or $111,140 at 6%; with 50% employer match about $111,140 at 4% or $74,094 at 6%; with 100% employer match about $83,355 at 4% or $55,570 at 6%.
2021123$2,545,710$158,445$6,889iApproximate average salary by contribution assumption: employee only about $172,223 at 4% or $114,815 at 6%; with 50% employer match about $114,815 at 4% or $76,543 at 6%; with 100% employer match about $86,111 at 4% or $57,408 at 6%.
Wells Dental Practices Retirement Plan & Trust-23$2,545,710$158,445$6,889iApproximate average salary by contribution assumption: employee only about $172,223 at 4% or $114,815 at 6%; with 50% employer match about $114,815 at 4% or $76,543 at 6%; with 100% employer match about $86,111 at 4% or $57,408 at 6%.
2020122$2,154,720$148,328$6,742iApproximate average salary by contribution assumption: employee only about $168,555 at 4% or $112,370 at 6%; with 50% employer match about $112,370 at 4% or $74,913 at 6%; with 100% employer match about $84,277 at 4% or $56,185 at 6%.
Wells Dental Practices Retirement Plan & Trust-22$2,154,720$148,328$6,742iApproximate average salary by contribution assumption: employee only about $168,555 at 4% or $112,370 at 6%; with 50% employer match about $112,370 at 4% or $74,913 at 6%; with 100% employer match about $84,277 at 4% or $56,185 at 6%.
2019121$1,847,234$149,752$7,131iApproximate average salary by contribution assumption: employee only about $178,276 at 4% or $118,851 at 6%; with 50% employer match about $118,851 at 4% or $79,234 at 6%; with 100% employer match about $89,138 at 4% or $59,425 at 6%.
Wells Dental Practices Retirement Plan & Trust-21$1,847,234$149,752$7,131iApproximate average salary by contribution assumption: employee only about $178,276 at 4% or $118,851 at 6%; with 50% employer match about $118,851 at 4% or $79,234 at 6%; with 100% employer match about $89,138 at 4% or $59,425 at 6%.
2018118$1,440,943$147,448$8,192iApproximate average salary by contribution assumption: employee only about $204,789 at 4% or $136,526 at 6%; with 50% employer match about $136,526 at 4% or $91,017 at 6%; with 100% employer match about $102,394 at 4% or $68,263 at 6%.
Wells Dental Practices Retirement Plan & Trust-18$1,440,943$147,448$8,192iApproximate average salary by contribution assumption: employee only about $204,789 at 4% or $136,526 at 6%; with 50% employer match about $136,526 at 4% or $91,017 at 6%; with 100% employer match about $102,394 at 4% or $68,263 at 6%.
2017113$1,417,037$140,653$10,819iApproximate average salary by contribution assumption: employee only about $270,487 at 4% or $180,324 at 6%; with 50% employer match about $180,324 at 4% or $120,216 at 6%; with 100% employer match about $135,243 at 4% or $90,162 at 6%.
Wells Dental Practices Retirement Plan & Trust-13$1,417,037$140,653$10,819iApproximate average salary by contribution assumption: employee only about $270,487 at 4% or $180,324 at 6%; with 50% employer match about $180,324 at 4% or $120,216 at 6%; with 100% employer match about $135,243 at 4% or $90,162 at 6%.
2016112$1,112,443$139,922$11,660iApproximate average salary by contribution assumption: employee only about $291,504 at 4% or $194,336 at 6%; with 50% employer match about $194,336 at 4% or $129,557 at 6%; with 100% employer match about $145,752 at 4% or $97,168 at 6%.
Wells Dental Practices Retirement Plan & Trust-12$1,112,443$139,922$11,660iApproximate average salary by contribution assumption: employee only about $291,504 at 4% or $194,336 at 6%; with 50% employer match about $194,336 at 4% or $129,557 at 6%; with 100% employer match about $145,752 at 4% or $97,168 at 6%.
201519$964,161$133,021$14,780iApproximate average salary by contribution assumption: employee only about $369,503 at 4% or $246,335 at 6%; with 50% employer match about $246,335 at 4% or $164,223 at 6%; with 100% employer match about $184,751 at 4% or $123,168 at 6%.
Wells Dental Practices Retirement Plan & Trust-9$964,161$133,021$14,780iApproximate average salary by contribution assumption: employee only about $369,503 at 4% or $246,335 at 6%; with 50% employer match about $246,335 at 4% or $164,223 at 6%; with 100% employer match about $184,751 at 4% or $123,168 at 6%.
201419$897,939$107,686$11,965iApproximate average salary by contribution assumption: employee only about $299,128 at 4% or $199,419 at 6%; with 50% employer match about $199,419 at 4% or $132,946 at 6%; with 100% employer match about $149,564 at 4% or $99,709 at 6%.
Wells Dental Practices Retirement Plan & Trust-9$897,939$107,686$11,965iApproximate average salary by contribution assumption: employee only about $299,128 at 4% or $199,419 at 6%; with 50% employer match about $199,419 at 4% or $132,946 at 6%; with 100% employer match about $149,564 at 4% or $99,709 at 6%.
201317$692,814$63,812$9,116iApproximate average salary by contribution assumption: employee only about $227,900 at 4% or $151,933 at 6%; with 50% employer match about $151,933 at 4% or $101,289 at 6%; with 100% employer match about $113,950 at 4% or $75,967 at 6%.
Wells Dental Practices Retirement Plan & Trust-7$692,814$63,812$9,116iApproximate average salary by contribution assumption: employee only about $227,900 at 4% or $151,933 at 6%; with 50% employer match about $151,933 at 4% or $101,289 at 6%; with 100% employer match about $113,950 at 4% or $75,967 at 6%.
201216$563,506$62,685$10,448iApproximate average salary by contribution assumption: employee only about $261,188 at 4% or $174,125 at 6%; with 50% employer match about $174,125 at 4% or $116,083 at 6%; with 100% employer match about $130,594 at 4% or $87,063 at 6%.
Wells Dental Practices Retirement Plan & Trust-6$563,506$62,685$10,448iApproximate average salary by contribution assumption: employee only about $261,188 at 4% or $174,125 at 6%; with 50% employer match about $174,125 at 4% or $116,083 at 6%; with 100% employer match about $130,594 at 4% or $87,063 at 6%.
201116$454,493$59,671$9,945iApproximate average salary by contribution assumption: employee only about $248,629 at 4% or $165,753 at 6%; with 50% employer match about $165,753 at 4% or $110,502 at 6%; with 100% employer match about $124,315 at 4% or $82,876 at 6%.
Wells Dental Practices Retirement Plan & Trust-6$454,493$59,671$9,945iApproximate average salary by contribution assumption: employee only about $248,629 at 4% or $165,753 at 6%; with 50% employer match about $165,753 at 4% or $110,502 at 6%; with 100% employer match about $124,315 at 4% or $82,876 at 6%.
201016$396,628$59,072$9,845iApproximate average salary by contribution assumption: employee only about $246,133 at 4% or $164,089 at 6%; with 50% employer match about $164,089 at 4% or $109,393 at 6%; with 100% employer match about $123,067 at 4% or $82,044 at 6%.
Wells Dental Practices Retirement Plan & Trust-6$396,628$59,072$9,845iApproximate average salary by contribution assumption: employee only about $246,133 at 4% or $164,089 at 6%; with 50% employer match about $164,089 at 4% or $109,393 at 6%; with 100% employer match about $123,067 at 4% or $82,044 at 6%.
200916$307,439$58,624$9,771iApproximate average salary by contribution assumption: employee only about $244,267 at 4% or $162,844 at 6%; with 50% employer match about $162,844 at 4% or $108,563 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
Wells Dental Practices Retirement Plan & Trust-6$307,439$58,624$9,771iApproximate average salary by contribution assumption: employee only about $244,267 at 4% or $162,844 at 6%; with 50% employer match about $162,844 at 4% or $108,563 at 6%; with 100% employer match about $122,133 at 4% or $81,422 at 6%.
200816$212,317$57,440$9,573iApproximate average salary by contribution assumption: employee only about $239,333 at 4% or $159,556 at 6%; with 50% employer match about $159,556 at 4% or $106,370 at 6%; with 100% employer match about $119,667 at 4% or $79,778 at 6%.
Wells Dental Practices Retirement Plan & Trust-6$212,317$57,440$9,573iApproximate average salary by contribution assumption: employee only about $239,333 at 4% or $159,556 at 6%; with 50% employer match about $159,556 at 4% or $106,370 at 6%; with 100% employer match about $119,667 at 4% or $79,778 at 6%.
200716$0$0-
Wells Dental Practices Retirement Plan & Trust-6---
200615$184,696$59,232$11,846iApproximate average salary by contribution assumption: employee only about $296,160 at 4% or $197,440 at 6%; with 50% employer match about $197,440 at 4% or $131,627 at 6%; with 100% employer match about $148,080 at 4% or $98,720 at 6%.
Wells Dental Practices Retirement Plan & Trust-5$184,696$59,232$11,846iApproximate average salary by contribution assumption: employee only about $296,160 at 4% or $197,440 at 6%; with 50% employer match about $197,440 at 4% or $131,627 at 6%; with 100% employer match about $148,080 at 4% or $98,720 at 6%.
200515$116,120$63,427$12,685iApproximate average salary by contribution assumption: employee only about $317,135 at 4% or $211,423 at 6%; with 50% employer match about $211,423 at 4% or $140,949 at 6%; with 100% employer match about $158,568 at 4% or $105,712 at 6%.
Wells Dental Practices Retirement Plan & Trust-5$116,120$63,427$12,685iApproximate average salary by contribution assumption: employee only about $317,135 at 4% or $211,423 at 6%; with 50% employer match about $211,423 at 4% or $140,949 at 6%; with 100% employer match about $158,568 at 4% or $105,712 at 6%.
200415$50,230$50,230$10,046iApproximate average salary by contribution assumption: employee only about $251,150 at 4% or $167,433 at 6%; with 50% employer match about $167,433 at 4% or $111,622 at 6%; with 100% employer match about $125,575 at 4% or $83,717 at 6%.
Wells Dental Practices Retirement Plan & Trust-5$50,230$50,230$10,046iApproximate average salary by contribution assumption: employee only about $251,150 at 4% or $167,433 at 6%; with 50% employer match about $167,433 at 4% or $111,622 at 6%; with 100% employer match about $125,575 at 4% or $83,717 at 6%.