WELLS & KIMICH, INC.
Plan context: WELLS & KIMICH 401(K) PROFIT SHARING PLAN & TRUST
EIN 74-2067592 • Houston, TX • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$806,157
2025 Contributions
$152,228
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $806,157 | $152,228 | $15,223iApproximate average salary by contribution assumption: employee only about $380,570 at 4% or $253,713 at 6%; with 50% employer match about $253,713 at 4% or $169,142 at 6%; with 100% employer match about $190,285 at 4% or $126,857 at 6%. |
| WELLS & KIMICH 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $806,157 | $152,228 | $15,223iApproximate average salary by contribution assumption: employee only about $380,570 at 4% or $253,713 at 6%; with 50% employer match about $253,713 at 4% or $169,142 at 6%; with 100% employer match about $190,285 at 4% or $126,857 at 6%. |
| 2024 | 1 | 9 | $559,794 | $158,192 | $17,577iApproximate average salary by contribution assumption: employee only about $439,422 at 4% or $292,948 at 6%; with 50% employer match about $292,948 at 4% or $195,299 at 6%; with 100% employer match about $219,711 at 4% or $146,474 at 6%. |
| WELLS & KIMICH 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $559,794 | $158,192 | $17,577iApproximate average salary by contribution assumption: employee only about $439,422 at 4% or $292,948 at 6%; with 50% employer match about $292,948 at 4% or $195,299 at 6%; with 100% employer match about $219,711 at 4% or $146,474 at 6%. |
| 2023 | 1 | 9 | $342,964 | $111,742 | $12,416iApproximate average salary by contribution assumption: employee only about $310,394 at 4% or $206,930 at 6%; with 50% employer match about $206,930 at 4% or $137,953 at 6%; with 100% employer match about $155,197 at 4% or $103,465 at 6%. |
| WELLS & KIMICH 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $342,964 | $111,742 | $12,416iApproximate average salary by contribution assumption: employee only about $310,394 at 4% or $206,930 at 6%; with 50% employer match about $206,930 at 4% or $137,953 at 6%; with 100% employer match about $155,197 at 4% or $103,465 at 6%. |
| 2022 | 1 | 9 | $198,425 | $71,210 | $7,912iApproximate average salary by contribution assumption: employee only about $197,806 at 4% or $131,870 at 6%; with 50% employer match about $131,870 at 4% or $87,914 at 6%; with 100% employer match about $98,903 at 4% or $65,935 at 6%. |
| WELLS & KIMICH 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $198,425 | $71,210 | $7,912iApproximate average salary by contribution assumption: employee only about $197,806 at 4% or $131,870 at 6%; with 50% employer match about $131,870 at 4% or $87,914 at 6%; with 100% employer match about $98,903 at 4% or $65,935 at 6%. |
| 2021 | 1 | 5 | $121,173 | $34,820 | $6,964iApproximate average salary by contribution assumption: employee only about $174,100 at 4% or $116,067 at 6%; with 50% employer match about $116,067 at 4% or $77,378 at 6%; with 100% employer match about $87,050 at 4% or $58,033 at 6%. |
| WELLS & KIMICH, INC. 401(K) PROFIT SHARING PLAN | - | 5 | $121,173 | $34,820 | $6,964iApproximate average salary by contribution assumption: employee only about $174,100 at 4% or $116,067 at 6%; with 50% employer match about $116,067 at 4% or $77,378 at 6%; with 100% employer match about $87,050 at 4% or $58,033 at 6%. |
| 2020 | 1 | 5 | $72,820 | $44,314 | $8,863iApproximate average salary by contribution assumption: employee only about $221,570 at 4% or $147,713 at 6%; with 50% employer match about $147,713 at 4% or $98,476 at 6%; with 100% employer match about $110,785 at 4% or $73,857 at 6%. |
| WELLS & KIMICH, INC. 401(K) PROFIT SHARING PLAN | - | 5 | $72,820 | $44,314 | $8,863iApproximate average salary by contribution assumption: employee only about $221,570 at 4% or $147,713 at 6%; with 50% employer match about $147,713 at 4% or $98,476 at 6%; with 100% employer match about $110,785 at 4% or $73,857 at 6%. |
| 2019 | 1 | 5 | $36,653 | $34,929 | $6,986iApproximate average salary by contribution assumption: employee only about $174,645 at 4% or $116,430 at 6%; with 50% employer match about $116,430 at 4% or $77,620 at 6%; with 100% employer match about $87,323 at 4% or $58,215 at 6%. |
| WELLS & KIMICH, INC. 401(K) PROFIT SHARING PLAN | - | 5 | $36,653 | $34,929 | $6,986iApproximate average salary by contribution assumption: employee only about $174,645 at 4% or $116,430 at 6%; with 50% employer match about $116,430 at 4% or $77,620 at 6%; with 100% employer match about $87,323 at 4% or $58,215 at 6%. |