Civic Intelligence

The Wells Group Inc.

Plan context: The Wells Group Inc. 401K Retirement Savings Plan

EIN 74-2178054 • Houston, TX • 24 filings • 1 plans

2323 W Sam Houston Pkwy NHouston, TX 77043-2018
Current Snapshot

Latest Year

2023

2023 Participants

30

2023 Assets

$2,002,304

2023 Contributions

$248,783

Historical Graphs

Total Assets Over Time

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

$5,733,414$2,866,707$0200020142023YearValue
$2,002,304Latest year 2023

Participants Over Time

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

33170200020122023YearValue
30Latest year 2023

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
2023130$2,002,304$248,783$8,293iApproximate average salary by contribution assumption: employee only about $207,319 at 4% or $138,213 at 6%; with 50% employer match about $138,213 at 4% or $92,142 at 6%; with 100% employer match about $103,660 at 4% or $69,106 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-30$2,002,304$248,783$8,293iApproximate average salary by contribution assumption: employee only about $207,319 at 4% or $138,213 at 6%; with 50% employer match about $138,213 at 4% or $92,142 at 6%; with 100% employer match about $103,660 at 4% or $69,106 at 6%.
2022119$5,721,797$261,571$13,767iApproximate average salary by contribution assumption: employee only about $344,172 at 4% or $229,448 at 6%; with 50% employer match about $229,448 at 4% or $152,965 at 6%; with 100% employer match about $172,086 at 4% or $114,724 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-19$5,721,797$261,571$13,767iApproximate average salary by contribution assumption: employee only about $344,172 at 4% or $229,448 at 6%; with 50% employer match about $229,448 at 4% or $152,965 at 6%; with 100% employer match about $172,086 at 4% or $114,724 at 6%.
2021120$5,028,610$222,026$11,101iApproximate average salary by contribution assumption: employee only about $277,533 at 4% or $185,022 at 6%; with 50% employer match about $185,022 at 4% or $123,348 at 6%; with 100% employer match about $138,766 at 4% or $92,511 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-20$5,028,610$222,026$11,101iApproximate average salary by contribution assumption: employee only about $277,533 at 4% or $185,022 at 6%; with 50% employer match about $185,022 at 4% or $123,348 at 6%; with 100% employer match about $138,766 at 4% or $92,511 at 6%.
2020124$5,733,414$211,089$8,795iApproximate average salary by contribution assumption: employee only about $219,884 at 4% or $146,590 at 6%; with 50% employer match about $146,590 at 4% or $97,726 at 6%; with 100% employer match about $109,942 at 4% or $73,295 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-24$5,733,414$211,089$8,795iApproximate average salary by contribution assumption: employee only about $219,884 at 4% or $146,590 at 6%; with 50% employer match about $146,590 at 4% or $97,726 at 6%; with 100% employer match about $109,942 at 4% or $73,295 at 6%.
2019124$4,286,941$243,358$10,140iApproximate average salary by contribution assumption: employee only about $253,498 at 4% or $168,999 at 6%; with 50% employer match about $168,999 at 4% or $112,666 at 6%; with 100% employer match about $126,749 at 4% or $84,499 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-24$4,286,941$243,358$10,140iApproximate average salary by contribution assumption: employee only about $253,498 at 4% or $168,999 at 6%; with 50% employer match about $168,999 at 4% or $112,666 at 6%; with 100% employer match about $126,749 at 4% or $84,499 at 6%.
2018125$4,250,659$275,064$11,003iApproximate average salary by contribution assumption: employee only about $275,064 at 4% or $183,376 at 6%; with 50% employer match about $183,376 at 4% or $122,251 at 6%; with 100% employer match about $137,532 at 4% or $91,688 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-25$4,250,659$275,064$11,003iApproximate average salary by contribution assumption: employee only about $275,064 at 4% or $183,376 at 6%; with 50% employer match about $183,376 at 4% or $122,251 at 6%; with 100% employer match about $137,532 at 4% or $91,688 at 6%.
2017132$4,216,562$279,630$8,738iApproximate average salary by contribution assumption: employee only about $218,461 at 4% or $145,641 at 6%; with 50% employer match about $145,641 at 4% or $97,094 at 6%; with 100% employer match about $109,230 at 4% or $72,820 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-32$4,216,562$279,630$8,738iApproximate average salary by contribution assumption: employee only about $218,461 at 4% or $145,641 at 6%; with 50% employer match about $145,641 at 4% or $97,094 at 6%; with 100% employer match about $109,230 at 4% or $72,820 at 6%.
2016132$3,412,453$311,809$9,744iApproximate average salary by contribution assumption: employee only about $243,601 at 4% or $162,401 at 6%; with 50% employer match about $162,401 at 4% or $108,267 at 6%; with 100% employer match about $121,800 at 4% or $81,200 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-32$3,412,453$311,809$9,744iApproximate average salary by contribution assumption: employee only about $243,601 at 4% or $162,401 at 6%; with 50% employer match about $162,401 at 4% or $108,267 at 6%; with 100% employer match about $121,800 at 4% or $81,200 at 6%.
2015133$2,769,803$253,882$7,693iApproximate average salary by contribution assumption: employee only about $192,335 at 4% or $128,223 at 6%; with 50% employer match about $128,223 at 4% or $85,482 at 6%; with 100% employer match about $96,167 at 4% or $64,112 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-33$2,769,803$253,882$7,693iApproximate average salary by contribution assumption: employee only about $192,335 at 4% or $128,223 at 6%; with 50% employer match about $128,223 at 4% or $85,482 at 6%; with 100% employer match about $96,167 at 4% or $64,112 at 6%.
2014123$2,403,390$177,047$7,698iApproximate average salary by contribution assumption: employee only about $192,442 at 4% or $128,295 at 6%; with 50% employer match about $128,295 at 4% or $85,530 at 6%; with 100% employer match about $96,221 at 4% or $64,147 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-23$2,403,390$177,047$7,698iApproximate average salary by contribution assumption: employee only about $192,442 at 4% or $128,295 at 6%; with 50% employer match about $128,295 at 4% or $85,530 at 6%; with 100% employer match about $96,221 at 4% or $64,147 at 6%.
2013124$2,269,940$133,398$5,558iApproximate average salary by contribution assumption: employee only about $138,956 at 4% or $92,638 at 6%; with 50% employer match about $92,638 at 4% or $61,758 at 6%; with 100% employer match about $69,478 at 4% or $46,319 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-24$2,269,940$133,398$5,558iApproximate average salary by contribution assumption: employee only about $138,956 at 4% or $92,638 at 6%; with 50% employer match about $92,638 at 4% or $61,758 at 6%; with 100% employer match about $69,478 at 4% or $46,319 at 6%.
2012118$1,810,681$180,578$10,032iApproximate average salary by contribution assumption: employee only about $250,803 at 4% or $167,202 at 6%; with 50% employer match about $167,202 at 4% or $111,468 at 6%; with 100% employer match about $125,401 at 4% or $83,601 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-18$1,810,681$180,578$10,032iApproximate average salary by contribution assumption: employee only about $250,803 at 4% or $167,202 at 6%; with 50% employer match about $167,202 at 4% or $111,468 at 6%; with 100% employer match about $125,401 at 4% or $83,601 at 6%.
2011118$1,404,130$118,530$6,585iApproximate average salary by contribution assumption: employee only about $164,625 at 4% or $109,750 at 6%; with 50% employer match about $109,750 at 4% or $73,167 at 6%; with 100% employer match about $82,313 at 4% or $54,875 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-18$1,404,130$118,530$6,585iApproximate average salary by contribution assumption: employee only about $164,625 at 4% or $109,750 at 6%; with 50% employer match about $109,750 at 4% or $73,167 at 6%; with 100% employer match about $82,313 at 4% or $54,875 at 6%.
2010116$1,143,225$81,801$5,113iApproximate average salary by contribution assumption: employee only about $127,814 at 4% or $85,209 at 6%; with 50% employer match about $85,209 at 4% or $56,806 at 6%; with 100% employer match about $63,907 at 4% or $42,605 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-16$1,143,225$81,801$5,113iApproximate average salary by contribution assumption: employee only about $127,814 at 4% or $85,209 at 6%; with 50% employer match about $85,209 at 4% or $56,806 at 6%; with 100% employer match about $63,907 at 4% or $42,605 at 6%.
2009117$945,660$75,241$4,426iApproximate average salary by contribution assumption: employee only about $110,649 at 4% or $73,766 at 6%; with 50% employer match about $73,766 at 4% or $49,177 at 6%; with 100% employer match about $55,324 at 4% or $36,883 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-17$945,660$75,241$4,426iApproximate average salary by contribution assumption: employee only about $110,649 at 4% or $73,766 at 6%; with 50% employer match about $73,766 at 4% or $49,177 at 6%; with 100% employer match about $55,324 at 4% or $36,883 at 6%.
2008117$0$0-
The Wells Group Inc. 401K Retirement Savings Plan-17---
2007117$0$0-
The Wells Group Inc. 401K Retirement Savings Plan-17---
2006115$1,257,534$50,216$3,348iApproximate average salary by contribution assumption: employee only about $83,693 at 4% or $55,796 at 6%; with 50% employer match about $55,796 at 4% or $37,197 at 6%; with 100% employer match about $41,847 at 4% or $27,898 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-15$1,257,534$50,216$3,348iApproximate average salary by contribution assumption: employee only about $83,693 at 4% or $55,796 at 6%; with 50% employer match about $55,796 at 4% or $37,197 at 6%; with 100% employer match about $41,847 at 4% or $27,898 at 6%.
2005111$1,068,231$54,524$4,957iApproximate average salary by contribution assumption: employee only about $123,918 at 4% or $82,612 at 6%; with 50% employer match about $82,612 at 4% or $55,075 at 6%; with 100% employer match about $61,959 at 4% or $41,306 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-11$1,068,231$54,524$4,957iApproximate average salary by contribution assumption: employee only about $123,918 at 4% or $82,612 at 6%; with 50% employer match about $82,612 at 4% or $55,075 at 6%; with 100% employer match about $61,959 at 4% or $41,306 at 6%.
2004112$1,036,927$52,745$4,395iApproximate average salary by contribution assumption: employee only about $109,885 at 4% or $73,257 at 6%; with 50% employer match about $73,257 at 4% or $48,838 at 6%; with 100% employer match about $54,943 at 4% or $36,628 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-12$1,036,927$52,745$4,395iApproximate average salary by contribution assumption: employee only about $109,885 at 4% or $73,257 at 6%; with 50% employer match about $73,257 at 4% or $48,838 at 6%; with 100% employer match about $54,943 at 4% or $36,628 at 6%.
2003111$825,522$64,150$5,832iApproximate average salary by contribution assumption: employee only about $145,795 at 4% or $97,197 at 6%; with 50% employer match about $97,197 at 4% or $64,798 at 6%; with 100% employer match about $72,898 at 4% or $48,598 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-11$825,522$64,150$5,832iApproximate average salary by contribution assumption: employee only about $145,795 at 4% or $97,197 at 6%; with 50% employer match about $97,197 at 4% or $64,798 at 6%; with 100% employer match about $72,898 at 4% or $48,598 at 6%.
2002115$0$0-
The Wells Group Inc. 401K Retirement Savings Plan-15---
2001111$0$0-
The Wells Group Inc. 401K Retirement Savings Plan-11---
2000110$599,646$51,793$5,179iApproximate average salary by contribution assumption: employee only about $129,483 at 4% or $86,322 at 6%; with 50% employer match about $86,322 at 4% or $57,548 at 6%; with 100% employer match about $64,741 at 4% or $43,161 at 6%.
The Wells Group Inc. 401K Retirement Savings Plan-10$599,646$51,793$5,179iApproximate average salary by contribution assumption: employee only about $129,483 at 4% or $86,322 at 6%; with 50% employer match about $86,322 at 4% or $57,548 at 6%; with 100% employer match about $64,741 at 4% or $43,161 at 6%.