Civic Intelligence

Wells, Houser & Schatzel, P.A.

Plan context: Wells, Houser & Schatzel, P.A. Retirement Plan

EIN 59-2921780 • St. Petersburg, FL • 25 filings • 3 plans

500 94th Avenue NorthSt. Petersburg, FL 33702-2406
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,575,186

2024 Contributions

$113,503

Historical Graphs

Total Assets Over Time

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

$1,575,186$787,593$0200320142024YearValue
$1,575,186Latest year 2024

Participants Over Time

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

1580200020122024YearValue
13Latest 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
2024113$1,575,186$113,503$8,731iApproximate average salary by contribution assumption: employee only about $218,275 at 4% or $145,517 at 6%; with 50% employer match about $145,517 at 4% or $97,011 at 6%; with 100% employer match about $109,138 at 4% or $72,758 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$1,575,186$113,503$8,731iApproximate average salary by contribution assumption: employee only about $218,275 at 4% or $145,517 at 6%; with 50% employer match about $145,517 at 4% or $97,011 at 6%; with 100% employer match about $109,138 at 4% or $72,758 at 6%.
2023111$1,332,469$104,714$9,519iApproximate average salary by contribution assumption: employee only about $237,986 at 4% or $158,658 at 6%; with 50% employer match about $158,658 at 4% or $105,772 at 6%; with 100% employer match about $118,993 at 4% or $79,329 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-11$1,332,469$104,714$9,519iApproximate average salary by contribution assumption: employee only about $237,986 at 4% or $158,658 at 6%; with 50% employer match about $158,658 at 4% or $105,772 at 6%; with 100% employer match about $118,993 at 4% or $79,329 at 6%.
2022110$1,135,744$86,847$8,685iApproximate average salary by contribution assumption: employee only about $217,118 at 4% or $144,745 at 6%; with 50% employer match about $144,745 at 4% or $96,497 at 6%; with 100% employer match about $108,559 at 4% or $72,373 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-10$1,135,744$86,847$8,685iApproximate average salary by contribution assumption: employee only about $217,118 at 4% or $144,745 at 6%; with 50% employer match about $144,745 at 4% or $96,497 at 6%; with 100% employer match about $108,559 at 4% or $72,373 at 6%.
2021114$1,249,642$81,352$5,811iApproximate average salary by contribution assumption: employee only about $145,271 at 4% or $96,848 at 6%; with 50% employer match about $96,848 at 4% or $64,565 at 6%; with 100% employer match about $72,636 at 4% or $48,424 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-14$1,249,642$81,352$5,811iApproximate average salary by contribution assumption: employee only about $145,271 at 4% or $96,848 at 6%; with 50% employer match about $96,848 at 4% or $64,565 at 6%; with 100% employer match about $72,636 at 4% or $48,424 at 6%.
2020115$1,048,571$79,235$5,282iApproximate average salary by contribution assumption: employee only about $132,058 at 4% or $88,039 at 6%; with 50% employer match about $88,039 at 4% or $58,693 at 6%; with 100% employer match about $66,029 at 4% or $44,019 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-15$1,048,571$79,235$5,282iApproximate average salary by contribution assumption: employee only about $132,058 at 4% or $88,039 at 6%; with 50% employer match about $88,039 at 4% or $58,693 at 6%; with 100% employer match about $66,029 at 4% or $44,019 at 6%.
2019115$979,307$75,487$5,032iApproximate average salary by contribution assumption: employee only about $125,812 at 4% or $83,874 at 6%; with 50% employer match about $83,874 at 4% or $55,916 at 6%; with 100% employer match about $62,906 at 4% or $41,937 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-15$979,307$75,487$5,032iApproximate average salary by contribution assumption: employee only about $125,812 at 4% or $83,874 at 6%; with 50% employer match about $83,874 at 4% or $55,916 at 6%; with 100% employer match about $62,906 at 4% or $41,937 at 6%.
2018113$794,471$75,288$5,791iApproximate average salary by contribution assumption: employee only about $144,785 at 4% or $96,523 at 6%; with 50% employer match about $96,523 at 4% or $64,349 at 6%; with 100% employer match about $72,392 at 4% or $48,262 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$794,471$75,288$5,791iApproximate average salary by contribution assumption: employee only about $144,785 at 4% or $96,523 at 6%; with 50% employer match about $96,523 at 4% or $64,349 at 6%; with 100% employer match about $72,392 at 4% or $48,262 at 6%.
2017113$747,559$71,888$5,530iApproximate average salary by contribution assumption: employee only about $138,246 at 4% or $92,164 at 6%; with 50% employer match about $92,164 at 4% or $61,443 at 6%; with 100% employer match about $69,123 at 4% or $46,082 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$747,559$71,888$5,530iApproximate average salary by contribution assumption: employee only about $138,246 at 4% or $92,164 at 6%; with 50% employer match about $92,164 at 4% or $61,443 at 6%; with 100% employer match about $69,123 at 4% or $46,082 at 6%.
2016112$678,612$70,772$5,898iApproximate average salary by contribution assumption: employee only about $147,442 at 4% or $98,294 at 6%; with 50% employer match about $98,294 at 4% or $65,530 at 6%; with 100% employer match about $73,721 at 4% or $49,147 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-12$678,612$70,772$5,898iApproximate average salary by contribution assumption: employee only about $147,442 at 4% or $98,294 at 6%; with 50% employer match about $98,294 at 4% or $65,530 at 6%; with 100% employer match about $73,721 at 4% or $49,147 at 6%.
2015114$573,133$70,682$5,049iApproximate average salary by contribution assumption: employee only about $126,218 at 4% or $84,145 at 6%; with 50% employer match about $84,145 at 4% or $56,097 at 6%; with 100% employer match about $63,109 at 4% or $42,073 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-14$573,133$70,682$5,049iApproximate average salary by contribution assumption: employee only about $126,218 at 4% or $84,145 at 6%; with 50% employer match about $84,145 at 4% or $56,097 at 6%; with 100% employer match about $63,109 at 4% or $42,073 at 6%.
2014113$508,801$41,435$3,187iApproximate average salary by contribution assumption: employee only about $79,683 at 4% or $53,122 at 6%; with 50% employer match about $53,122 at 4% or $35,415 at 6%; with 100% employer match about $39,841 at 4% or $26,561 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$508,801$41,435$3,187iApproximate average salary by contribution assumption: employee only about $79,683 at 4% or $53,122 at 6%; with 50% employer match about $53,122 at 4% or $35,415 at 6%; with 100% employer match about $39,841 at 4% or $26,561 at 6%.
2013112$445,228$43,977$3,665iApproximate average salary by contribution assumption: employee only about $91,619 at 4% or $61,079 at 6%; with 50% employer match about $61,079 at 4% or $40,719 at 6%; with 100% employer match about $45,809 at 4% or $30,540 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-12$445,228$43,977$3,665iApproximate average salary by contribution assumption: employee only about $91,619 at 4% or $61,079 at 6%; with 50% employer match about $61,079 at 4% or $40,719 at 6%; with 100% employer match about $45,809 at 4% or $30,540 at 6%.
2012113$423,818$47,399$3,646iApproximate average salary by contribution assumption: employee only about $91,152 at 4% or $60,768 at 6%; with 50% employer match about $60,768 at 4% or $40,512 at 6%; with 100% employer match about $45,576 at 4% or $30,384 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$423,818$47,399$3,646iApproximate average salary by contribution assumption: employee only about $91,152 at 4% or $60,768 at 6%; with 50% employer match about $60,768 at 4% or $40,512 at 6%; with 100% employer match about $45,576 at 4% or $30,384 at 6%.
2011113$386,114$39,602$3,046iApproximate average salary by contribution assumption: employee only about $76,158 at 4% or $50,772 at 6%; with 50% employer match about $50,772 at 4% or $33,848 at 6%; with 100% employer match about $38,079 at 4% or $25,386 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$386,114$39,602$3,046iApproximate average salary by contribution assumption: employee only about $76,158 at 4% or $50,772 at 6%; with 50% employer match about $50,772 at 4% or $33,848 at 6%; with 100% employer match about $38,079 at 4% or $25,386 at 6%.
2010113$342,908$35,636$2,741iApproximate average salary by contribution assumption: employee only about $68,531 at 4% or $45,687 at 6%; with 50% employer match about $45,687 at 4% or $30,458 at 6%; with 100% employer match about $34,265 at 4% or $22,844 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$342,908$35,636$2,741iApproximate average salary by contribution assumption: employee only about $68,531 at 4% or $45,687 at 6%; with 50% employer match about $45,687 at 4% or $30,458 at 6%; with 100% employer match about $34,265 at 4% or $22,844 at 6%.
2009113$315,912$32,472$2,498iApproximate average salary by contribution assumption: employee only about $62,446 at 4% or $41,631 at 6%; with 50% employer match about $41,631 at 4% or $27,754 at 6%; with 100% employer match about $31,223 at 4% or $20,815 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$315,912$32,472$2,498iApproximate average salary by contribution assumption: employee only about $62,446 at 4% or $41,631 at 6%; with 50% employer match about $41,631 at 4% or $27,754 at 6%; with 100% employer match about $31,223 at 4% or $20,815 at 6%.
2008113$277,140$40,276$3,098iApproximate average salary by contribution assumption: employee only about $77,454 at 4% or $51,636 at 6%; with 50% employer match about $51,636 at 4% or $34,424 at 6%; with 100% employer match about $38,727 at 4% or $25,818 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-13$277,140$40,276$3,098iApproximate average salary by contribution assumption: employee only about $77,454 at 4% or $51,636 at 6%; with 50% employer match about $51,636 at 4% or $34,424 at 6%; with 100% employer match about $38,727 at 4% or $25,818 at 6%.
2007110$0$0-
Wells, Houser & Schatzel, P.A. Retirement Plan-10---
200619$310,436$28,642$3,182iApproximate average salary by contribution assumption: employee only about $79,561 at 4% or $53,041 at 6%; with 50% employer match about $53,041 at 4% or $35,360 at 6%; with 100% employer match about $39,781 at 4% or $26,520 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-9$310,436$28,642$3,182iApproximate average salary by contribution assumption: employee only about $79,561 at 4% or $53,041 at 6%; with 50% employer match about $53,041 at 4% or $35,360 at 6%; with 100% employer match about $39,781 at 4% or $26,520 at 6%.
200519$257,192$37,209$4,134iApproximate average salary by contribution assumption: employee only about $103,358 at 4% or $68,906 at 6%; with 50% employer match about $68,906 at 4% or $45,937 at 6%; with 100% employer match about $51,679 at 4% or $34,453 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-9$257,192$37,209$4,134iApproximate average salary by contribution assumption: employee only about $103,358 at 4% or $68,906 at 6%; with 50% employer match about $68,906 at 4% or $45,937 at 6%; with 100% employer match about $51,679 at 4% or $34,453 at 6%.
2004112$212,402$33,628$2,802iApproximate average salary by contribution assumption: employee only about $70,058 at 4% or $46,706 at 6%; with 50% employer match about $46,706 at 4% or $31,137 at 6%; with 100% employer match about $35,029 at 4% or $23,353 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-12$212,402$33,628$2,802iApproximate average salary by contribution assumption: employee only about $70,058 at 4% or $46,706 at 6%; with 50% employer match about $46,706 at 4% or $31,137 at 6%; with 100% employer match about $35,029 at 4% or $23,353 at 6%.
200318$187,570$31,047$3,881iApproximate average salary by contribution assumption: employee only about $97,022 at 4% or $64,681 at 6%; with 50% employer match about $64,681 at 4% or $43,121 at 6%; with 100% employer match about $48,511 at 4% or $32,341 at 6%.
Wells, Houser & Schatzel, P.A. Retirement Plan-8$187,570$31,047$3,881iApproximate average salary by contribution assumption: employee only about $97,022 at 4% or $64,681 at 6%; with 50% employer match about $64,681 at 4% or $43,121 at 6%; with 100% employer match about $48,511 at 4% or $32,341 at 6%.
2002113$0$0-
Wells, Houser & Schatzel, P.A. Retirement Plan-13---
2001111$0$0-
Wells, Houser & Schatzel, P.A. Retirement Plan-11---
200018$0$0-
Wells, Houser & Schatzel, P.A. Retirement Plan-8---