Civic Intelligence

Wells Nelson & Associates LLC

Plan context: Wells Nelson & Associates LLC 401(K) Profit Sharing Plan

EIN 73-1583729 • Oklahoma City, OK • 18 filings • 2 plans

Two Leadership Square211 N. Robinson Ste. 1600 S.Oklahoma City, OK 73102
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$613,215

2019 Contributions

$47,570

Historical Graphs

Total Assets Over Time

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

$4,147,814$2,073,907$0200220112019YearValue
$613,215Latest year 2019

Participants Over Time

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

27140200220112019YearValue
3Latest year 2019

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
201913$613,215$47,570$15,857iApproximate average salary by contribution assumption: employee only about $396,417 at 4% or $264,278 at 6%; with 50% employer match about $264,278 at 4% or $176,185 at 6%; with 100% employer match about $198,208 at 4% or $132,139 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-3$613,215$47,570$15,857iApproximate average salary by contribution assumption: employee only about $396,417 at 4% or $264,278 at 6%; with 50% employer match about $264,278 at 4% or $176,185 at 6%; with 100% employer match about $198,208 at 4% or $132,139 at 6%.
2018127$3,581,763$256,624$9,505iApproximate average salary by contribution assumption: employee only about $237,615 at 4% or $158,410 at 6%; with 50% employer match about $158,410 at 4% or $105,607 at 6%; with 100% employer match about $118,807 at 4% or $79,205 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-27$3,581,763$256,624$9,505iApproximate average salary by contribution assumption: employee only about $237,615 at 4% or $158,410 at 6%; with 50% employer match about $158,410 at 4% or $105,607 at 6%; with 100% employer match about $118,807 at 4% or $79,205 at 6%.
2017127$4,147,814$423,454$15,683iApproximate average salary by contribution assumption: employee only about $392,087 at 4% or $261,391 at 6%; with 50% employer match about $261,391 at 4% or $174,261 at 6%; with 100% employer match about $196,044 at 4% or $130,696 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-27$4,147,814$423,454$15,683iApproximate average salary by contribution assumption: employee only about $392,087 at 4% or $261,391 at 6%; with 50% employer match about $261,391 at 4% or $174,261 at 6%; with 100% employer match about $196,044 at 4% or $130,696 at 6%.
2016122$3,280,078$290,976$13,226iApproximate average salary by contribution assumption: employee only about $330,655 at 4% or $220,436 at 6%; with 50% employer match about $220,436 at 4% or $146,958 at 6%; with 100% employer match about $165,327 at 4% or $110,218 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-22$3,280,078$290,976$13,226iApproximate average salary by contribution assumption: employee only about $330,655 at 4% or $220,436 at 6%; with 50% employer match about $220,436 at 4% or $146,958 at 6%; with 100% employer match about $165,327 at 4% or $110,218 at 6%.
2015121$2,703,277$238,204$11,343iApproximate average salary by contribution assumption: employee only about $283,576 at 4% or $189,051 at 6%; with 50% employer match about $189,051 at 4% or $126,034 at 6%; with 100% employer match about $141,788 at 4% or $94,525 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-21$2,703,277$238,204$11,343iApproximate average salary by contribution assumption: employee only about $283,576 at 4% or $189,051 at 6%; with 50% employer match about $189,051 at 4% or $126,034 at 6%; with 100% employer match about $141,788 at 4% or $94,525 at 6%.
2014121$2,532,923$334,047$15,907iApproximate average salary by contribution assumption: employee only about $397,675 at 4% or $265,117 at 6%; with 50% employer match about $265,117 at 4% or $176,744 at 6%; with 100% employer match about $198,838 at 4% or $132,558 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-21$2,532,923$334,047$15,907iApproximate average salary by contribution assumption: employee only about $397,675 at 4% or $265,117 at 6%; with 50% employer match about $265,117 at 4% or $176,744 at 6%; with 100% employer match about $198,838 at 4% or $132,558 at 6%.
2013123$2,160,389$214,685$9,334iApproximate average salary by contribution assumption: employee only about $233,353 at 4% or $155,569 at 6%; with 50% employer match about $155,569 at 4% or $103,713 at 6%; with 100% employer match about $116,677 at 4% or $77,784 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-23$2,160,389$214,685$9,334iApproximate average salary by contribution assumption: employee only about $233,353 at 4% or $155,569 at 6%; with 50% employer match about $155,569 at 4% or $103,713 at 6%; with 100% employer match about $116,677 at 4% or $77,784 at 6%.
2012124$1,640,483$483,230$20,135iApproximate average salary by contribution assumption: employee only about $503,365 at 4% or $335,576 at 6%; with 50% employer match about $335,576 at 4% or $223,718 at 6%; with 100% employer match about $251,682 at 4% or $167,788 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-24$1,640,483$483,230$20,135iApproximate average salary by contribution assumption: employee only about $503,365 at 4% or $335,576 at 6%; with 50% employer match about $335,576 at 4% or $223,718 at 6%; with 100% employer match about $251,682 at 4% or $167,788 at 6%.
2011126$1,383,821$244,551$9,406iApproximate average salary by contribution assumption: employee only about $235,145 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,509 at 6%; with 100% employer match about $117,573 at 4% or $78,382 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-26$1,383,821$244,551$9,406iApproximate average salary by contribution assumption: employee only about $235,145 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,509 at 6%; with 100% employer match about $117,573 at 4% or $78,382 at 6%.
2010121$1,219,024$236,613$11,267iApproximate average salary by contribution assumption: employee only about $281,682 at 4% or $187,788 at 6%; with 50% employer match about $187,788 at 4% or $125,192 at 6%; with 100% employer match about $140,841 at 4% or $93,894 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-21$1,219,024$236,613$11,267iApproximate average salary by contribution assumption: employee only about $281,682 at 4% or $187,788 at 6%; with 50% employer match about $187,788 at 4% or $125,192 at 6%; with 100% employer match about $140,841 at 4% or $93,894 at 6%.
2009121$870,580$81,914$3,901iApproximate average salary by contribution assumption: employee only about $97,517 at 4% or $65,011 at 6%; with 50% employer match about $65,011 at 4% or $43,341 at 6%; with 100% employer match about $48,758 at 4% or $32,506 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-21$870,580$81,914$3,901iApproximate average salary by contribution assumption: employee only about $97,517 at 4% or $65,011 at 6%; with 50% employer match about $65,011 at 4% or $43,341 at 6%; with 100% employer match about $48,758 at 4% or $32,506 at 6%.
2008119$637,825$174,602$9,190iApproximate average salary by contribution assumption: employee only about $229,739 at 4% or $153,160 at 6%; with 50% employer match about $153,160 at 4% or $102,106 at 6%; with 100% employer match about $114,870 at 4% or $76,580 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-19$637,825$174,602$9,190iApproximate average salary by contribution assumption: employee only about $229,739 at 4% or $153,160 at 6%; with 50% employer match about $153,160 at 4% or $102,106 at 6%; with 100% employer match about $114,870 at 4% or $76,580 at 6%.
2007112$0$0-
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-12---
2006111$489,200$17,324$1,575iApproximate average salary by contribution assumption: employee only about $39,373 at 4% or $26,248 at 6%; with 50% employer match about $26,248 at 4% or $17,499 at 6%; with 100% employer match about $19,686 at 4% or $13,124 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-11$489,200$17,324$1,575iApproximate average salary by contribution assumption: employee only about $39,373 at 4% or $26,248 at 6%; with 50% employer match about $26,248 at 4% or $17,499 at 6%; with 100% employer match about $19,686 at 4% or $13,124 at 6%.
2005112$435,704$113,161$9,430iApproximate average salary by contribution assumption: employee only about $235,752 at 4% or $157,168 at 6%; with 50% employer match about $157,168 at 4% or $104,779 at 6%; with 100% employer match about $117,876 at 4% or $78,584 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-12$435,704$113,161$9,430iApproximate average salary by contribution assumption: employee only about $235,752 at 4% or $157,168 at 6%; with 50% employer match about $157,168 at 4% or $104,779 at 6%; with 100% employer match about $117,876 at 4% or $78,584 at 6%.
2004115$307,194$124,260$8,284iApproximate average salary by contribution assumption: employee only about $207,100 at 4% or $138,067 at 6%; with 50% employer match about $138,067 at 4% or $92,044 at 6%; with 100% employer match about $103,550 at 4% or $69,033 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-15$307,194$124,260$8,284iApproximate average salary by contribution assumption: employee only about $207,100 at 4% or $138,067 at 6%; with 50% employer match about $138,067 at 4% or $92,044 at 6%; with 100% employer match about $103,550 at 4% or $69,033 at 6%.
2003117$178,109$138,187$8,129iApproximate average salary by contribution assumption: employee only about $203,216 at 4% or $135,477 at 6%; with 50% employer match about $135,477 at 4% or $90,318 at 6%; with 100% employer match about $101,608 at 4% or $67,739 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-17$178,109$138,187$8,129iApproximate average salary by contribution assumption: employee only about $203,216 at 4% or $135,477 at 6%; with 50% employer match about $135,477 at 4% or $90,318 at 6%; with 100% employer match about $101,608 at 4% or $67,739 at 6%.
2002117$23,785$23,785$1,399iApproximate average salary by contribution assumption: employee only about $34,978 at 4% or $23,319 at 6%; with 50% employer match about $23,319 at 4% or $15,546 at 6%; with 100% employer match about $17,489 at 4% or $11,659 at 6%.
Wells Nelson & Associates LLC 401(K) Profit Sharing Plan-17$23,785$23,785$1,399iApproximate average salary by contribution assumption: employee only about $34,978 at 4% or $23,319 at 6%; with 50% employer match about $23,319 at 4% or $15,546 at 6%; with 100% employer match about $17,489 at 4% or $11,659 at 6%.