Civic Intelligence

Wells & Company CPA PC

Plan context: Wells & Company 401(K) Plan

EIN 73-1440538 • Poteau, OK • 12 filings • 2 plans

603 North BrdwayPoteau, OK 74953
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$874,333

2017 Contributions

$1,209

Historical Graphs

Total Assets Over Time

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

$1,212,425$606,213$0200620112016YearValue
$874,333Latest year 2016

Participants Over Time

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

1580200620112016YearValue
5Latest year 2016

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
201710$0$1,209-
Wells & Company 401(K) Plan-0$0$1,209-
201615$874,333$61,530$12,306iApproximate average salary by contribution assumption: employee only about $307,650 at 4% or $205,100 at 6%; with 50% employer match about $205,100 at 4% or $136,733 at 6%; with 100% employer match about $153,825 at 4% or $102,550 at 6%.
Wells & Company 401(K) Plan-5$874,333$61,530$12,306iApproximate average salary by contribution assumption: employee only about $307,650 at 4% or $205,100 at 6%; with 50% employer match about $205,100 at 4% or $136,733 at 6%; with 100% employer match about $153,825 at 4% or $102,550 at 6%.
201515$787,000$86,140$17,228iApproximate average salary by contribution assumption: employee only about $430,700 at 4% or $287,133 at 6%; with 50% employer match about $287,133 at 4% or $191,422 at 6%; with 100% employer match about $215,350 at 4% or $143,567 at 6%.
Wells & Company 401(K) Plan-5$787,000$86,140$17,228iApproximate average salary by contribution assumption: employee only about $430,700 at 4% or $287,133 at 6%; with 50% employer match about $287,133 at 4% or $191,422 at 6%; with 100% employer match about $215,350 at 4% or $143,567 at 6%.
201416$1,212,425$107,163$17,861iApproximate average salary by contribution assumption: employee only about $446,513 at 4% or $297,675 at 6%; with 50% employer match about $297,675 at 4% or $198,450 at 6%; with 100% employer match about $223,256 at 4% or $148,838 at 6%.
Wells & Company 401(K) Plan-6$1,212,425$107,163$17,861iApproximate average salary by contribution assumption: employee only about $446,513 at 4% or $297,675 at 6%; with 50% employer match about $297,675 at 4% or $198,450 at 6%; with 100% employer match about $223,256 at 4% or $148,838 at 6%.
201316$1,052,003$107,341$17,890iApproximate average salary by contribution assumption: employee only about $447,254 at 4% or $298,169 at 6%; with 50% employer match about $298,169 at 4% or $198,780 at 6%; with 100% employer match about $223,627 at 4% or $149,085 at 6%.
Wells & Company 401(K) Plan-6$1,052,003$107,341$17,890iApproximate average salary by contribution assumption: employee only about $447,254 at 4% or $298,169 at 6%; with 50% employer match about $298,169 at 4% or $198,780 at 6%; with 100% employer match about $223,627 at 4% or $149,085 at 6%.
201216$815,100$102,445$17,074iApproximate average salary by contribution assumption: employee only about $426,854 at 4% or $284,569 at 6%; with 50% employer match about $284,569 at 4% or $189,713 at 6%; with 100% employer match about $213,427 at 4% or $142,285 at 6%.
Wells & Company 401(K) Plan-6$815,100$102,445$17,074iApproximate average salary by contribution assumption: employee only about $426,854 at 4% or $284,569 at 6%; with 50% employer match about $284,569 at 4% or $189,713 at 6%; with 100% employer match about $213,427 at 4% or $142,285 at 6%.
201116$630,516$101,466$16,911iApproximate average salary by contribution assumption: employee only about $422,775 at 4% or $281,850 at 6%; with 50% employer match about $281,850 at 4% or $187,900 at 6%; with 100% employer match about $211,388 at 4% or $140,925 at 6%.
Wells & Company 401(K) Plan-6$630,516$101,466$16,911iApproximate average salary by contribution assumption: employee only about $422,775 at 4% or $281,850 at 6%; with 50% employer match about $281,850 at 4% or $187,900 at 6%; with 100% employer match about $211,388 at 4% or $140,925 at 6%.
201016$529,453$101,563$16,927iApproximate average salary by contribution assumption: employee only about $423,179 at 4% or $282,119 at 6%; with 50% employer match about $282,119 at 4% or $188,080 at 6%; with 100% employer match about $211,590 at 4% or $141,060 at 6%.
Wells & Company 401(K) Plan-6$529,453$101,563$16,927iApproximate average salary by contribution assumption: employee only about $423,179 at 4% or $282,119 at 6%; with 50% employer match about $282,119 at 4% or $188,080 at 6%; with 100% employer match about $211,590 at 4% or $141,060 at 6%.
200916$387,276$102,229$17,038iApproximate average salary by contribution assumption: employee only about $425,954 at 4% or $283,969 at 6%; with 50% employer match about $283,969 at 4% or $189,313 at 6%; with 100% employer match about $212,977 at 4% or $141,985 at 6%.
Wells & Company 401(K) Plan-6$387,276$102,229$17,038iApproximate average salary by contribution assumption: employee only about $425,954 at 4% or $283,969 at 6%; with 50% employer match about $283,969 at 4% or $189,313 at 6%; with 100% employer match about $212,977 at 4% or $141,985 at 6%.
2008113$208,093$96,492$7,422iApproximate average salary by contribution assumption: employee only about $185,562 at 4% or $123,708 at 6%; with 50% employer match about $123,708 at 4% or $82,472 at 6%; with 100% employer match about $92,781 at 4% or $61,854 at 6%.
Wells & Company 401(K) Plan-13$208,093$96,492$7,422iApproximate average salary by contribution assumption: employee only about $185,562 at 4% or $123,708 at 6%; with 50% employer match about $123,708 at 4% or $82,472 at 6%; with 100% employer match about $92,781 at 4% or $61,854 at 6%.
2007115$173,111$95,212$6,347iApproximate average salary by contribution assumption: employee only about $158,687 at 4% or $105,791 at 6%; with 50% employer match about $105,791 at 4% or $70,527 at 6%; with 100% employer match about $79,343 at 4% or $52,896 at 6%.
Wells & Company 401(K) Plan-15$173,111$95,212$6,347iApproximate average salary by contribution assumption: employee only about $158,687 at 4% or $105,791 at 6%; with 50% employer match about $105,791 at 4% or $70,527 at 6%; with 100% employer match about $79,343 at 4% or $52,896 at 6%.
2006112$86,134$84,624$7,052iApproximate average salary by contribution assumption: employee only about $176,300 at 4% or $117,533 at 6%; with 50% employer match about $117,533 at 4% or $78,356 at 6%; with 100% employer match about $88,150 at 4% or $58,767 at 6%.
Wells & Company 401(K) Plan-12$86,134$84,624$7,052iApproximate average salary by contribution assumption: employee only about $176,300 at 4% or $117,533 at 6%; with 50% employer match about $117,533 at 4% or $78,356 at 6%; with 100% employer match about $88,150 at 4% or $58,767 at 6%.