Wells, Porter, Schmitt & Jones
Plan context: Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan
EIN 61-1271490 • Paintsville, KY • 17 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
17
2016 Assets
$4,411,199
2016 Contributions
$127,248
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 | 17 | $4,411,199 | $127,248 | $7,485iApproximate average salary by contribution assumption: employee only about $187,129 at 4% or $124,753 at 6%; with 50% employer match about $124,753 at 4% or $83,169 at 6%; with 100% employer match about $93,565 at 4% or $62,376 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 17 | $4,411,199 | $127,248 | $7,485iApproximate average salary by contribution assumption: employee only about $187,129 at 4% or $124,753 at 6%; with 50% employer match about $124,753 at 4% or $83,169 at 6%; with 100% employer match about $93,565 at 4% or $62,376 at 6%. |
| 2015 | 1 | 17 | $4,073,243 | $153,473 | $9,028iApproximate average salary by contribution assumption: employee only about $225,696 at 4% or $150,464 at 6%; with 50% employer match about $150,464 at 4% or $100,309 at 6%; with 100% employer match about $112,848 at 4% or $75,232 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 17 | $4,073,243 | $153,473 | $9,028iApproximate average salary by contribution assumption: employee only about $225,696 at 4% or $150,464 at 6%; with 50% employer match about $150,464 at 4% or $100,309 at 6%; with 100% employer match about $112,848 at 4% or $75,232 at 6%. |
| 2014 | 1 | 17 | $3,947,618 | $171,545 | $10,091iApproximate average salary by contribution assumption: employee only about $252,272 at 4% or $168,181 at 6%; with 50% employer match about $168,181 at 4% or $112,121 at 6%; with 100% employer match about $126,136 at 4% or $84,091 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 17 | $3,947,618 | $171,545 | $10,091iApproximate average salary by contribution assumption: employee only about $252,272 at 4% or $168,181 at 6%; with 50% employer match about $168,181 at 4% or $112,121 at 6%; with 100% employer match about $126,136 at 4% or $84,091 at 6%. |
| 2013 | 1 | 17 | $3,590,277 | $164,538 | $9,679iApproximate average salary by contribution assumption: employee only about $241,968 at 4% or $161,312 at 6%; with 50% employer match about $161,312 at 4% or $107,541 at 6%; with 100% employer match about $120,984 at 4% or $80,656 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 17 | $3,590,277 | $164,538 | $9,679iApproximate average salary by contribution assumption: employee only about $241,968 at 4% or $161,312 at 6%; with 50% employer match about $161,312 at 4% or $107,541 at 6%; with 100% employer match about $120,984 at 4% or $80,656 at 6%. |
| 2012 | 1 | 17 | $3,354,248 | $167,533 | $9,855iApproximate average salary by contribution assumption: employee only about $246,372 at 4% or $164,248 at 6%; with 50% employer match about $164,248 at 4% or $109,499 at 6%; with 100% employer match about $123,186 at 4% or $82,124 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 17 | $3,354,248 | $167,533 | $9,855iApproximate average salary by contribution assumption: employee only about $246,372 at 4% or $164,248 at 6%; with 50% employer match about $164,248 at 4% or $109,499 at 6%; with 100% employer match about $123,186 at 4% or $82,124 at 6%. |
| 2011 | 1 | 16 | $2,913,590 | $164,859 | $10,304iApproximate average salary by contribution assumption: employee only about $257,592 at 4% or $171,728 at 6%; with 50% employer match about $171,728 at 4% or $114,485 at 6%; with 100% employer match about $128,796 at 4% or $85,864 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 16 | $2,913,590 | $164,859 | $10,304iApproximate average salary by contribution assumption: employee only about $257,592 at 4% or $171,728 at 6%; with 50% employer match about $171,728 at 4% or $114,485 at 6%; with 100% employer match about $128,796 at 4% or $85,864 at 6%. |
| 2010 | 1 | 17 | $2,844,287 | $162,184 | $9,540iApproximate average salary by contribution assumption: employee only about $238,506 at 4% or $159,004 at 6%; with 50% employer match about $159,004 at 4% or $106,003 at 6%; with 100% employer match about $119,253 at 4% or $79,502 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 17 | $2,844,287 | $162,184 | $9,540iApproximate average salary by contribution assumption: employee only about $238,506 at 4% or $159,004 at 6%; with 50% employer match about $159,004 at 4% or $106,003 at 6%; with 100% employer match about $119,253 at 4% or $79,502 at 6%. |
| 2009 | 1 | 16 | $2,424,925 | $138,142 | $8,634iApproximate average salary by contribution assumption: employee only about $215,847 at 4% or $143,898 at 6%; with 50% employer match about $143,898 at 4% or $95,932 at 6%; with 100% employer match about $107,923 at 4% or $71,949 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 16 | $2,424,925 | $138,142 | $8,634iApproximate average salary by contribution assumption: employee only about $215,847 at 4% or $143,898 at 6%; with 50% employer match about $143,898 at 4% or $95,932 at 6%; with 100% employer match about $107,923 at 4% or $71,949 at 6%. |
| 2008 | 1 | 21 | $1,817,257 | $143,825 | $6,849iApproximate average salary by contribution assumption: employee only about $171,220 at 4% or $114,147 at 6%; with 50% employer match about $114,147 at 4% or $76,098 at 6%; with 100% employer match about $85,610 at 4% or $57,073 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 21 | $1,817,257 | $143,825 | $6,849iApproximate average salary by contribution assumption: employee only about $171,220 at 4% or $114,147 at 6%; with 50% employer match about $114,147 at 4% or $76,098 at 6%; with 100% employer match about $85,610 at 4% or $57,073 at 6%. |
| 2007 | 1 | 22 | $0 | $0 | - |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 22 | - | - | - |
| 2006 | 1 | 22 | $2,474,454 | $151,339 | $6,879iApproximate average salary by contribution assumption: employee only about $171,976 at 4% or $114,651 at 6%; with 50% employer match about $114,651 at 4% or $76,434 at 6%; with 100% employer match about $85,988 at 4% or $57,325 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 22 | $2,474,454 | $151,339 | $6,879iApproximate average salary by contribution assumption: employee only about $171,976 at 4% or $114,651 at 6%; with 50% employer match about $114,651 at 4% or $76,434 at 6%; with 100% employer match about $85,988 at 4% or $57,325 at 6%. |
| 2005 | 1 | 20 | $2,156,528 | $144,279 | $7,214iApproximate average salary by contribution assumption: employee only about $180,349 at 4% or $120,233 at 6%; with 50% employer match about $120,233 at 4% or $80,155 at 6%; with 100% employer match about $90,174 at 4% or $60,116 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 20 | $2,156,528 | $144,279 | $7,214iApproximate average salary by contribution assumption: employee only about $180,349 at 4% or $120,233 at 6%; with 50% employer match about $120,233 at 4% or $80,155 at 6%; with 100% employer match about $90,174 at 4% or $60,116 at 6%. |
| 2004 | 1 | 23 | $1,868,023 | $121,805 | $5,296iApproximate average salary by contribution assumption: employee only about $132,397 at 4% or $88,264 at 6%; with 50% employer match about $88,264 at 4% or $58,843 at 6%; with 100% employer match about $66,198 at 4% or $44,132 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 23 | $1,868,023 | $121,805 | $5,296iApproximate average salary by contribution assumption: employee only about $132,397 at 4% or $88,264 at 6%; with 50% employer match about $88,264 at 4% or $58,843 at 6%; with 100% employer match about $66,198 at 4% or $44,132 at 6%. |
| 2003 | 1 | 27 | $1,588,163 | $107,869 | $3,995iApproximate average salary by contribution assumption: employee only about $99,879 at 4% or $66,586 at 6%; with 50% employer match about $66,586 at 4% or $44,391 at 6%; with 100% employer match about $49,939 at 4% or $33,293 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 27 | $1,588,163 | $107,869 | $3,995iApproximate average salary by contribution assumption: employee only about $99,879 at 4% or $66,586 at 6%; with 50% employer match about $66,586 at 4% or $44,391 at 6%; with 100% employer match about $49,939 at 4% or $33,293 at 6%. |
| 2002 | 1 | 25 | $0 | $0 | - |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 25 | - | - | - |
| 2000 | 1 | 28 | $0 | $0 | - |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 28 | - | - | - |
| 1999 | 1 | 38 | $1,254,661 | $187,253 | $4,928iApproximate average salary by contribution assumption: employee only about $123,193 at 4% or $82,129 at 6%; with 50% employer match about $82,129 at 4% or $54,752 at 6%; with 100% employer match about $61,596 at 4% or $41,064 at 6%. |
| Wells, Porter, Schmitt & Jones 401K Profit Sharing Plan | - | 38 | $1,254,661 | $187,253 | $4,928iApproximate average salary by contribution assumption: employee only about $123,193 at 4% or $82,129 at 6%; with 50% employer match about $82,129 at 4% or $54,752 at 6%; with 100% employer match about $61,596 at 4% or $41,064 at 6%. |