Civic Intelligence

Wells & Associates

Plan context: Wells and Associates Money Purchase Plan

EIN 71-0842995 • Marion, AR • 17 filings • 3 plans

50 Block Street, Suite CMarion, AR 72364
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$475,238

2016 Contributions

$1

Historical Graphs

Total Assets Over Time

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

$475,238$237,619$0200020092015YearValue
$475,238Latest year 2015

Participants Over Time

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

320200020082015YearValue
3Latest year 2015

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
201610$0$1-
Wells and Associates Money Purchase Plan-0$0$1-
201513$475,238$93,608$31,203iApproximate average salary by contribution assumption: employee only about $780,067 at 4% or $520,044 at 6%; with 50% employer match about $520,044 at 4% or $346,696 at 6%; with 100% employer match about $390,033 at 4% or $260,022 at 6%.
Wells and Associates Money Purchase Plan-3$475,238$93,608$31,203iApproximate average salary by contribution assumption: employee only about $780,067 at 4% or $520,044 at 6%; with 50% employer match about $520,044 at 4% or $346,696 at 6%; with 100% employer match about $390,033 at 4% or $260,022 at 6%.
201413$452,489$49,670$16,557iApproximate average salary by contribution assumption: employee only about $413,917 at 4% or $275,944 at 6%; with 50% employer match about $275,944 at 4% or $183,963 at 6%; with 100% employer match about $206,958 at 4% or $137,972 at 6%.
Wells and Associates Money Purchase Plan-3$452,489$49,670$16,557iApproximate average salary by contribution assumption: employee only about $413,917 at 4% or $275,944 at 6%; with 50% employer match about $275,944 at 4% or $183,963 at 6%; with 100% employer match about $206,958 at 4% or $137,972 at 6%.
201313$447,449$105,414$35,138iApproximate average salary by contribution assumption: employee only about $878,450 at 4% or $585,633 at 6%; with 50% employer match about $585,633 at 4% or $390,422 at 6%; with 100% employer match about $439,225 at 4% or $292,817 at 6%.
Wells and Associates Money Purchase Plan-3$447,449$105,414$35,138iApproximate average salary by contribution assumption: employee only about $878,450 at 4% or $585,633 at 6%; with 50% employer match about $585,633 at 4% or $390,422 at 6%; with 100% employer match about $439,225 at 4% or $292,817 at 6%.
201213$438,333$79,496$26,499iApproximate average salary by contribution assumption: employee only about $662,467 at 4% or $441,644 at 6%; with 50% employer match about $441,644 at 4% or $294,430 at 6%; with 100% employer match about $331,233 at 4% or $220,822 at 6%.
Wells and Associates Money Purchase Plan-3$438,333$79,496$26,499iApproximate average salary by contribution assumption: employee only about $662,467 at 4% or $441,644 at 6%; with 50% employer match about $441,644 at 4% or $294,430 at 6%; with 100% employer match about $331,233 at 4% or $220,822 at 6%.
201113$350,605$81,720$27,240iApproximate average salary by contribution assumption: employee only about $681,000 at 4% or $454,000 at 6%; with 50% employer match about $454,000 at 4% or $302,667 at 6%; with 100% employer match about $340,500 at 4% or $227,000 at 6%.
Wells and Associates Money Purchase Plan-3$350,605$81,720$27,240iApproximate average salary by contribution assumption: employee only about $681,000 at 4% or $454,000 at 6%; with 50% employer match about $454,000 at 4% or $302,667 at 6%; with 100% employer match about $340,500 at 4% or $227,000 at 6%.
201013$304,460$71,704$23,901iApproximate average salary by contribution assumption: employee only about $597,533 at 4% or $398,356 at 6%; with 50% employer match about $398,356 at 4% or $265,570 at 6%; with 100% employer match about $298,767 at 4% or $199,178 at 6%.
Wells and Associates Money Purchase Plan-3$304,460$71,704$23,901iApproximate average salary by contribution assumption: employee only about $597,533 at 4% or $398,356 at 6%; with 50% employer match about $398,356 at 4% or $265,570 at 6%; with 100% employer match about $298,767 at 4% or $199,178 at 6%.
200912$219,819$47,476$23,738iApproximate average salary by contribution assumption: employee only about $593,450 at 4% or $395,633 at 6%; with 50% employer match about $395,633 at 4% or $263,756 at 6%; with 100% employer match about $296,725 at 4% or $197,817 at 6%.
Wells and Associates Money Purchase Plan-2$219,819$47,476$23,738iApproximate average salary by contribution assumption: employee only about $593,450 at 4% or $395,633 at 6%; with 50% employer match about $395,633 at 4% or $263,756 at 6%; with 100% employer match about $296,725 at 4% or $197,817 at 6%.
200812$125,453$30,286$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
Wells and Associates Money Purchase Plan-2$125,453$30,286$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
200712$0$0-
Wells and Associates Money Purchase Plan-2---
200612$150,804$26,771$13,386iApproximate average salary by contribution assumption: employee only about $334,638 at 4% or $223,092 at 6%; with 50% employer match about $223,092 at 4% or $148,728 at 6%; with 100% employer match about $167,319 at 4% or $111,546 at 6%.
Wells and Associates Money Purchase Plan-2$150,804$26,771$13,386iApproximate average salary by contribution assumption: employee only about $334,638 at 4% or $223,092 at 6%; with 50% employer match about $223,092 at 4% or $148,728 at 6%; with 100% employer match about $167,319 at 4% or $111,546 at 6%.
200512$104,832$22,101$11,051iApproximate average salary by contribution assumption: employee only about $276,263 at 4% or $184,175 at 6%; with 50% employer match about $184,175 at 4% or $122,783 at 6%; with 100% employer match about $138,131 at 4% or $92,088 at 6%.
Wells and Associates Money Purchase Plan-2$104,832$22,101$11,051iApproximate average salary by contribution assumption: employee only about $276,263 at 4% or $184,175 at 6%; with 50% employer match about $184,175 at 4% or $122,783 at 6%; with 100% employer match about $138,131 at 4% or $92,088 at 6%.
200412$66,787$20,800$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
Wells and Associates Money Purchase Plan-2$66,787$20,800$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
200312$27,400$21,607$10,804iApproximate average salary by contribution assumption: employee only about $270,088 at 4% or $180,058 at 6%; with 50% employer match about $180,058 at 4% or $120,039 at 6%; with 100% employer match about $135,044 at 4% or $90,029 at 6%.
Wells and Associates Money Purchase Plan-2$27,400$21,607$10,804iApproximate average salary by contribution assumption: employee only about $270,088 at 4% or $180,058 at 6%; with 50% employer match about $180,058 at 4% or $120,039 at 6%; with 100% employer match about $135,044 at 4% or $90,029 at 6%.
200210$6,964$3,000-
Wells and Associates Money Purchase Plan-0$6,964$3,000-
200112$0$0-
Wells and Associates Money Purchase Plan-2---
200011$3,248$3,989$3,989iApproximate average salary by contribution assumption: employee only about $99,725 at 4% or $66,483 at 6%; with 50% employer match about $66,483 at 4% or $44,322 at 6%; with 100% employer match about $49,863 at 4% or $33,242 at 6%.
Wells and Associates Money Purchase Plan-1$3,248$3,989$3,989iApproximate average salary by contribution assumption: employee only about $99,725 at 4% or $66,483 at 6%; with 50% employer match about $66,483 at 4% or $44,322 at 6%; with 100% employer match about $49,863 at 4% or $33,242 at 6%.