Civic Intelligence

Ahmad Tolou-Shams

Plan context: Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service

EIN 68-0236815 • El Cerrito, CA • 30 filings • 13 plans

11818 San Pablo AveEl Cerrito, CA 94530-1752
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$1,032,728

2013 Contributions

$53,296

Historical Graphs

Total Assets Over Time

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

$1,032,728$516,364$0199920062012YearValue
$1,032,728Latest year 2012

Participants Over Time

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

210199920062012YearValue
2Latest year 2012

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
201320$0$0-
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-0$0$0-
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-0$0$0-
201222$1,032,728$53,296$26,648iApproximate average salary by contribution assumption: employee only about $666,200 at 4% or $444,133 at 6%; with 50% employer match about $444,133 at 4% or $296,089 at 6%; with 100% employer match about $333,100 at 4% or $222,067 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$620,386$31,978$15,989iApproximate average salary by contribution assumption: employee only about $399,725 at 4% or $266,483 at 6%; with 50% employer match about $266,483 at 4% or $177,656 at 6%; with 100% employer match about $199,863 at 4% or $133,242 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$412,342$21,318$10,659iApproximate average salary by contribution assumption: employee only about $266,475 at 4% or $177,650 at 6%; with 50% employer match about $177,650 at 4% or $118,433 at 6%; with 100% employer match about $133,238 at 4% or $88,825 at 6%.
201122$996,640$47,325$23,663iApproximate average salary by contribution assumption: employee only about $591,563 at 4% or $394,375 at 6%; with 50% employer match about $394,375 at 4% or $262,917 at 6%; with 100% employer match about $295,781 at 4% or $197,188 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$596,918$28,415$14,208iApproximate average salary by contribution assumption: employee only about $355,188 at 4% or $236,792 at 6%; with 50% employer match about $236,792 at 4% or $157,861 at 6%; with 100% employer match about $177,594 at 4% or $118,396 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$399,722$18,910$9,455iApproximate average salary by contribution assumption: employee only about $236,375 at 4% or $157,583 at 6%; with 50% employer match about $157,583 at 4% or $105,056 at 6%; with 100% employer match about $118,188 at 4% or $78,792 at 6%.
201022$971,484$49,973$24,987iApproximate average salary by contribution assumption: employee only about $624,663 at 4% or $416,442 at 6%; with 50% employer match about $416,442 at 4% or $277,628 at 6%; with 100% employer match about $312,331 at 4% or $208,221 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$581,922$29,984$14,992iApproximate average salary by contribution assumption: employee only about $374,800 at 4% or $249,867 at 6%; with 50% employer match about $249,867 at 4% or $166,578 at 6%; with 100% employer match about $187,400 at 4% or $124,933 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$389,562$19,989$9,995iApproximate average salary by contribution assumption: employee only about $249,863 at 4% or $166,575 at 6%; with 50% employer match about $166,575 at 4% or $111,050 at 6%; with 100% employer match about $124,931 at 4% or $83,288 at 6%.
200922$913,676$53,393$26,697iApproximate average salary by contribution assumption: employee only about $667,413 at 4% or $444,942 at 6%; with 50% employer match about $444,942 at 4% or $296,628 at 6%; with 100% employer match about $333,706 at 4% or $222,471 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$547,043$32,036$16,018iApproximate average salary by contribution assumption: employee only about $400,450 at 4% or $266,967 at 6%; with 50% employer match about $266,967 at 4% or $177,978 at 6%; with 100% employer match about $200,225 at 4% or $133,483 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$366,633$21,357$10,679iApproximate average salary by contribution assumption: employee only about $266,963 at 4% or $177,975 at 6%; with 50% employer match about $177,975 at 4% or $118,650 at 6%; with 100% employer match about $133,481 at 4% or $88,988 at 6%.
200822$842,756$35,057$17,529iApproximate average salary by contribution assumption: employee only about $438,213 at 4% or $292,142 at 6%; with 50% employer match about $292,142 at 4% or $194,761 at 6%; with 100% employer match about $219,106 at 4% or $146,071 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$504,656$32,866$16,433iApproximate average salary by contribution assumption: employee only about $410,825 at 4% or $273,883 at 6%; with 50% employer match about $273,883 at 4% or $182,589 at 6%; with 100% employer match about $205,413 at 4% or $136,942 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$338,100$2,191$1,096iApproximate average salary by contribution assumption: employee only about $27,388 at 4% or $18,258 at 6%; with 50% employer match about $18,258 at 4% or $12,172 at 6%; with 100% employer match about $13,694 at 4% or $9,129 at 6%.
200722$0$0-
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2---
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2---
200622$682,734$53,137$26,569iApproximate average salary by contribution assumption: employee only about $664,213 at 4% or $442,808 at 6%; with 50% employer match about $442,808 at 4% or $295,206 at 6%; with 100% employer match about $332,106 at 4% or $221,404 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$408,299$31,882$15,941iApproximate average salary by contribution assumption: employee only about $398,525 at 4% or $265,683 at 6%; with 50% employer match about $265,683 at 4% or $177,122 at 6%; with 100% employer match about $199,263 at 4% or $132,842 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$274,435$21,255$10,628iApproximate average salary by contribution assumption: employee only about $265,688 at 4% or $177,125 at 6%; with 50% employer match about $177,125 at 4% or $118,083 at 6%; with 100% employer match about $132,844 at 4% or $88,563 at 6%.
200522$602,640$50,710$25,355iApproximate average salary by contribution assumption: employee only about $633,875 at 4% or $422,583 at 6%; with 50% employer match about $422,583 at 4% or $281,722 at 6%; with 100% employer match about $316,938 at 4% or $211,292 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$360,393$30,757$15,379iApproximate average salary by contribution assumption: employee only about $384,463 at 4% or $256,308 at 6%; with 50% employer match about $256,308 at 4% or $170,872 at 6%; with 100% employer match about $192,231 at 4% or $128,154 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$242,247$19,953$9,977iApproximate average salary by contribution assumption: employee only about $249,413 at 4% or $166,275 at 6%; with 50% employer match about $166,275 at 4% or $110,850 at 6%; with 100% employer match about $124,706 at 4% or $83,138 at 6%.
200422$536,801$43,966$21,983iApproximate average salary by contribution assumption: employee only about $549,575 at 4% or $366,383 at 6%; with 50% employer match about $366,383 at 4% or $244,256 at 6%; with 100% employer match about $274,788 at 4% or $183,192 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$321,087$26,380$13,190iApproximate average salary by contribution assumption: employee only about $329,750 at 4% or $219,833 at 6%; with 50% employer match about $219,833 at 4% or $146,556 at 6%; with 100% employer match about $164,875 at 4% or $109,917 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$215,714$17,586$8,793iApproximate average salary by contribution assumption: employee only about $219,825 at 4% or $146,550 at 6%; with 50% employer match about $146,550 at 4% or $97,700 at 6%; with 100% employer match about $109,913 at 4% or $73,275 at 6%.
200322$488,946$19,114$9,557iApproximate average salary by contribution assumption: employee only about $238,925 at 4% or $159,283 at 6%; with 50% employer match about $159,283 at 4% or $106,189 at 6%; with 100% employer match about $119,463 at 4% or $79,642 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$291,953--
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$196,993$19,114$9,557iApproximate average salary by contribution assumption: employee only about $238,925 at 4% or $159,283 at 6%; with 50% employer match about $159,283 at 4% or $106,189 at 6%; with 100% employer match about $119,463 at 4% or $79,642 at 6%.
200222$439,496$45,375$22,688iApproximate average salary by contribution assumption: employee only about $567,188 at 4% or $378,125 at 6%; with 50% employer match about $378,125 at 4% or $252,083 at 6%; with 100% employer match about $283,594 at 4% or $189,063 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$262,435$27,225$13,613iApproximate average salary by contribution assumption: employee only about $340,313 at 4% or $226,875 at 6%; with 50% employer match about $226,875 at 4% or $151,250 at 6%; with 100% employer match about $170,156 at 4% or $113,438 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$177,061$18,150$9,075iApproximate average salary by contribution assumption: employee only about $226,875 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%.
200122$0$0-
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2---
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2---
200022$207,755$24,166$12,083iApproximate average salary by contribution assumption: employee only about $302,075 at 4% or $201,383 at 6%; with 50% employer match about $201,383 at 4% or $134,256 at 6%; with 100% employer match about $151,038 at 4% or $100,692 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$207,755$24,166$12,083iApproximate average salary by contribution assumption: employee only about $302,075 at 4% or $201,383 at 6%; with 50% employer match about $201,383 at 4% or $134,256 at 6%; with 100% employer match about $151,038 at 4% or $100,692 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2---
199922$306,983$41,208$20,604iApproximate average salary by contribution assumption: employee only about $515,100 at 4% or $343,400 at 6%; with 50% employer match about $343,400 at 4% or $228,933 at 6%; with 100% employer match about $257,550 at 4% or $171,700 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$180,951$22,978$11,489iApproximate average salary by contribution assumption: employee only about $287,225 at 4% or $191,483 at 6%; with 50% employer match about $191,483 at 4% or $127,656 at 6%; with 100% employer match about $143,613 at 4% or $95,742 at 6%.
Wells Fargo Bank Qualified Retirement Plan for Kerrs Tax Service-2$126,032$18,230$9,115iApproximate average salary by contribution assumption: employee only about $227,875 at 4% or $151,917 at 6%; with 50% employer match about $151,917 at 4% or $101,278 at 6%; with 100% employer match about $113,938 at 4% or $75,958 at 6%.