James K. Wetzel, P.A.
Plan context: James K. Wetzel, P.A. 401(K) Plan
EIN 64-0681904 • Gulfport, MS • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$7,408,740
2024 Contributions
$149,139
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $7,408,740 | $149,139 | $21,306iApproximate average salary by contribution assumption: employee only about $532,639 at 4% or $355,093 at 6%; with 50% employer match about $355,093 at 4% or $236,729 at 6%; with 100% employer match about $266,320 at 4% or $177,546 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 7 | $7,408,740 | $149,139 | $21,306iApproximate average salary by contribution assumption: employee only about $532,639 at 4% or $355,093 at 6%; with 50% employer match about $355,093 at 4% or $236,729 at 6%; with 100% employer match about $266,320 at 4% or $177,546 at 6%. |
| 2023 | 1 | 7 | $7,153,522 | $108,162 | $15,452iApproximate average salary by contribution assumption: employee only about $386,293 at 4% or $257,529 at 6%; with 50% employer match about $257,529 at 4% or $171,686 at 6%; with 100% employer match about $193,146 at 4% or $128,764 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 7 | $7,153,522 | $108,162 | $15,452iApproximate average salary by contribution assumption: employee only about $386,293 at 4% or $257,529 at 6%; with 50% employer match about $257,529 at 4% or $171,686 at 6%; with 100% employer match about $193,146 at 4% or $128,764 at 6%. |
| 2022 | 1 | 7 | $7,110,288 | $163,659 | $23,380iApproximate average salary by contribution assumption: employee only about $584,496 at 4% or $389,664 at 6%; with 50% employer match about $389,664 at 4% or $259,776 at 6%; with 100% employer match about $292,248 at 4% or $194,832 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 7 | $7,110,288 | $163,659 | $23,380iApproximate average salary by contribution assumption: employee only about $584,496 at 4% or $389,664 at 6%; with 50% employer match about $389,664 at 4% or $259,776 at 6%; with 100% employer match about $292,248 at 4% or $194,832 at 6%. |
| 2021 | 1 | 6 | $8,662,149 | $152,149 | $25,358iApproximate average salary by contribution assumption: employee only about $633,954 at 4% or $422,636 at 6%; with 50% employer match about $422,636 at 4% or $281,757 at 6%; with 100% employer match about $316,977 at 4% or $211,318 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $8,662,149 | $152,149 | $25,358iApproximate average salary by contribution assumption: employee only about $633,954 at 4% or $422,636 at 6%; with 50% employer match about $422,636 at 4% or $281,757 at 6%; with 100% employer match about $316,977 at 4% or $211,318 at 6%. |
| 2020 | 1 | 6 | $7,339,357 | $130,851 | $21,809iApproximate average salary by contribution assumption: employee only about $545,213 at 4% or $363,475 at 6%; with 50% employer match about $363,475 at 4% or $242,317 at 6%; with 100% employer match about $272,606 at 4% or $181,738 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $7,339,357 | $130,851 | $21,809iApproximate average salary by contribution assumption: employee only about $545,213 at 4% or $363,475 at 6%; with 50% employer match about $363,475 at 4% or $242,317 at 6%; with 100% employer match about $272,606 at 4% or $181,738 at 6%. |
| 2019 | 1 | 6 | $5,858,376 | $107,616 | $17,936iApproximate average salary by contribution assumption: employee only about $448,400 at 4% or $298,933 at 6%; with 50% employer match about $298,933 at 4% or $199,289 at 6%; with 100% employer match about $224,200 at 4% or $149,467 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $5,858,376 | $107,616 | $17,936iApproximate average salary by contribution assumption: employee only about $448,400 at 4% or $298,933 at 6%; with 50% employer match about $298,933 at 4% or $199,289 at 6%; with 100% employer match about $224,200 at 4% or $149,467 at 6%. |
| 2018 | 1 | 6 | $4,755,710 | $147,451 | $24,575iApproximate average salary by contribution assumption: employee only about $614,379 at 4% or $409,586 at 6%; with 50% employer match about $409,586 at 4% or $273,057 at 6%; with 100% employer match about $307,190 at 4% or $204,793 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $4,755,710 | $147,451 | $24,575iApproximate average salary by contribution assumption: employee only about $614,379 at 4% or $409,586 at 6%; with 50% employer match about $409,586 at 4% or $273,057 at 6%; with 100% employer match about $307,190 at 4% or $204,793 at 6%. |
| 2017 | 1 | 6 | $4,751,782 | $147,865 | $24,644iApproximate average salary by contribution assumption: employee only about $616,104 at 4% or $410,736 at 6%; with 50% employer match about $410,736 at 4% or $273,824 at 6%; with 100% employer match about $308,052 at 4% or $205,368 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $4,751,782 | $147,865 | $24,644iApproximate average salary by contribution assumption: employee only about $616,104 at 4% or $410,736 at 6%; with 50% employer match about $410,736 at 4% or $273,824 at 6%; with 100% employer match about $308,052 at 4% or $205,368 at 6%. |
| 2016 | 1 | 6 | $3,854,477 | $114,367 | $19,061iApproximate average salary by contribution assumption: employee only about $476,529 at 4% or $317,686 at 6%; with 50% employer match about $317,686 at 4% or $211,791 at 6%; with 100% employer match about $238,265 at 4% or $158,843 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $3,854,477 | $114,367 | $19,061iApproximate average salary by contribution assumption: employee only about $476,529 at 4% or $317,686 at 6%; with 50% employer match about $317,686 at 4% or $211,791 at 6%; with 100% employer match about $238,265 at 4% or $158,843 at 6%. |
| 2015 | 1 | 6 | $3,501,200 | $112,397 | $18,733iApproximate average salary by contribution assumption: employee only about $468,321 at 4% or $312,214 at 6%; with 50% employer match about $312,214 at 4% or $208,143 at 6%; with 100% employer match about $234,160 at 4% or $156,107 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $3,501,200 | $112,397 | $18,733iApproximate average salary by contribution assumption: employee only about $468,321 at 4% or $312,214 at 6%; with 50% employer match about $312,214 at 4% or $208,143 at 6%; with 100% employer match about $234,160 at 4% or $156,107 at 6%. |
| 2014 | 1 | 6 | $3,418,072 | $110,099 | $18,350iApproximate average salary by contribution assumption: employee only about $458,746 at 4% or $305,831 at 6%; with 50% employer match about $305,831 at 4% or $203,887 at 6%; with 100% employer match about $229,373 at 4% or $152,915 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $3,418,072 | $110,099 | $18,350iApproximate average salary by contribution assumption: employee only about $458,746 at 4% or $305,831 at 6%; with 50% employer match about $305,831 at 4% or $203,887 at 6%; with 100% employer match about $229,373 at 4% or $152,915 at 6%. |
| 2013 | 1 | 7 | $3,124,953 | $97,989 | $13,998iApproximate average salary by contribution assumption: employee only about $349,961 at 4% or $233,307 at 6%; with 50% employer match about $233,307 at 4% or $155,538 at 6%; with 100% employer match about $174,980 at 4% or $116,654 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 7 | $3,124,953 | $97,989 | $13,998iApproximate average salary by contribution assumption: employee only about $349,961 at 4% or $233,307 at 6%; with 50% employer match about $233,307 at 4% or $155,538 at 6%; with 100% employer match about $174,980 at 4% or $116,654 at 6%. |
| 2012 | 1 | 7 | $2,446,141 | $94,655 | $13,522iApproximate average salary by contribution assumption: employee only about $338,054 at 4% or $225,369 at 6%; with 50% employer match about $225,369 at 4% or $150,246 at 6%; with 100% employer match about $169,027 at 4% or $112,685 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 7 | $2,446,141 | $94,655 | $13,522iApproximate average salary by contribution assumption: employee only about $338,054 at 4% or $225,369 at 6%; with 50% employer match about $225,369 at 4% or $150,246 at 6%; with 100% employer match about $169,027 at 4% or $112,685 at 6%. |
| 2011 | 1 | 6 | $2,048,114 | $90,818 | $15,136iApproximate average salary by contribution assumption: employee only about $378,408 at 4% or $252,272 at 6%; with 50% employer match about $252,272 at 4% or $168,181 at 6%; with 100% employer match about $189,204 at 4% or $126,136 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $2,048,114 | $90,818 | $15,136iApproximate average salary by contribution assumption: employee only about $378,408 at 4% or $252,272 at 6%; with 50% employer match about $252,272 at 4% or $168,181 at 6%; with 100% employer match about $189,204 at 4% or $126,136 at 6%. |
| 2010 | 1 | 6 | $1,984,429 | $90,683 | $15,114iApproximate average salary by contribution assumption: employee only about $377,846 at 4% or $251,897 at 6%; with 50% employer match about $251,897 at 4% or $167,931 at 6%; with 100% employer match about $188,923 at 4% or $125,949 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $1,984,429 | $90,683 | $15,114iApproximate average salary by contribution assumption: employee only about $377,846 at 4% or $251,897 at 6%; with 50% employer match about $251,897 at 4% or $167,931 at 6%; with 100% employer match about $188,923 at 4% or $125,949 at 6%. |
| 2009 | 1 | 6 | $1,663,898 | $91,016 | $15,169iApproximate average salary by contribution assumption: employee only about $379,233 at 4% or $252,822 at 6%; with 50% employer match about $252,822 at 4% or $168,548 at 6%; with 100% employer match about $189,617 at 4% or $126,411 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 6 | $1,663,898 | $91,016 | $15,169iApproximate average salary by contribution assumption: employee only about $379,233 at 4% or $252,822 at 6%; with 50% employer match about $252,822 at 4% or $168,548 at 6%; with 100% employer match about $189,617 at 4% or $126,411 at 6%. |
| 2008 | 1 | 5 | $1,243,402 | $61,264 | $12,253iApproximate average salary by contribution assumption: employee only about $306,320 at 4% or $204,213 at 6%; with 50% employer match about $204,213 at 4% or $136,142 at 6%; with 100% employer match about $153,160 at 4% or $102,107 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 5 | $1,243,402 | $61,264 | $12,253iApproximate average salary by contribution assumption: employee only about $306,320 at 4% or $204,213 at 6%; with 50% employer match about $204,213 at 4% or $136,142 at 6%; with 100% employer match about $153,160 at 4% or $102,107 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| James K. Wetzel, P.A. 401(K) Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $1,576,823 | $105,685 | $21,137iApproximate average salary by contribution assumption: employee only about $528,425 at 4% or $352,283 at 6%; with 50% employer match about $352,283 at 4% or $234,856 at 6%; with 100% employer match about $264,213 at 4% or $176,142 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 5 | $1,576,823 | $105,685 | $21,137iApproximate average salary by contribution assumption: employee only about $528,425 at 4% or $352,283 at 6%; with 50% employer match about $352,283 at 4% or $234,856 at 6%; with 100% employer match about $264,213 at 4% or $176,142 at 6%. |
| 2005 | 1 | 4 | $1,339,786 | $103,584 | $25,896iApproximate average salary by contribution assumption: employee only about $647,400 at 4% or $431,600 at 6%; with 50% employer match about $431,600 at 4% or $287,733 at 6%; with 100% employer match about $323,700 at 4% or $215,800 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 4 | $1,339,786 | $103,584 | $25,896iApproximate average salary by contribution assumption: employee only about $647,400 at 4% or $431,600 at 6%; with 50% employer match about $431,600 at 4% or $287,733 at 6%; with 100% employer match about $323,700 at 4% or $215,800 at 6%. |
| 2004 | 1 | 5 | $1,176,017 | $100,160 | $20,032iApproximate average salary by contribution assumption: employee only about $500,800 at 4% or $333,867 at 6%; with 50% employer match about $333,867 at 4% or $222,578 at 6%; with 100% employer match about $250,400 at 4% or $166,933 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 5 | $1,176,017 | $100,160 | $20,032iApproximate average salary by contribution assumption: employee only about $500,800 at 4% or $333,867 at 6%; with 50% employer match about $333,867 at 4% or $222,578 at 6%; with 100% employer match about $250,400 at 4% or $166,933 at 6%. |
| 2003 | 1 | 4 | $972,172 | $55,156 | $13,789iApproximate average salary by contribution assumption: employee only about $344,725 at 4% or $229,817 at 6%; with 50% employer match about $229,817 at 4% or $153,211 at 6%; with 100% employer match about $172,363 at 4% or $114,908 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 4 | $972,172 | $55,156 | $13,789iApproximate average salary by contribution assumption: employee only about $344,725 at 4% or $229,817 at 6%; with 50% employer match about $229,817 at 4% or $153,211 at 6%; with 100% employer match about $172,363 at 4% or $114,908 at 6%. |
| 2002 | 1 | 3 | $760,702 | $39,018 | $13,006iApproximate average salary by contribution assumption: employee only about $325,150 at 4% or $216,767 at 6%; with 50% employer match about $216,767 at 4% or $144,511 at 6%; with 100% employer match about $162,575 at 4% or $108,383 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 3 | $760,702 | $39,018 | $13,006iApproximate average salary by contribution assumption: employee only about $325,150 at 4% or $216,767 at 6%; with 50% employer match about $216,767 at 4% or $144,511 at 6%; with 100% employer match about $162,575 at 4% or $108,383 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| James K. Wetzel, P.A. 401(K) Plan | - | 2 | - | - | - |
| JAMES K. WETZEL, P.A. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2000 | 2 | 3 | $1,054,020 | $52,760 | $17,587iApproximate average salary by contribution assumption: employee only about $439,667 at 4% or $293,111 at 6%; with 50% employer match about $293,111 at 4% or $195,407 at 6%; with 100% employer match about $219,833 at 4% or $146,556 at 6%. |
| James K. Wetzel, P.A. 401(K) Plan | - | 3 | $846,287 | $19,718 | $6,573iApproximate average salary by contribution assumption: employee only about $164,317 at 4% or $109,544 at 6%; with 50% employer match about $109,544 at 4% or $73,030 at 6%; with 100% employer match about $82,158 at 4% or $54,772 at 6%. |
| JAMES K. WETZEL, P.A. MONEY PURCHASE PENSION PLAN | - | 3 | $207,733 | $33,042 | $11,014iApproximate average salary by contribution assumption: employee only about $275,350 at 4% or $183,567 at 6%; with 50% employer match about $183,567 at 4% or $122,378 at 6%; with 100% employer match about $137,675 at 4% or $91,783 at 6%. |