Wellington State Bank
Plan context: Wellington State Bank 401K Profit Sharing Plan
EIN 75-0644150 • Wellington, TX • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
83
2024 Assets
$10,120,576
2024 Contributions
$638,916
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 83 | $10,120,576 | $638,916 | $7,698iApproximate average salary by contribution assumption: employee only about $192,445 at 4% or $128,296 at 6%; with 50% employer match about $128,296 at 4% or $85,531 at 6%; with 100% employer match about $96,222 at 4% or $64,148 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 83 | $10,120,576 | $638,916 | $7,698iApproximate average salary by contribution assumption: employee only about $192,445 at 4% or $128,296 at 6%; with 50% employer match about $128,296 at 4% or $85,531 at 6%; with 100% employer match about $96,222 at 4% or $64,148 at 6%. |
| 2023 | 1 | 90 | $9,832,168 | $671,870 | $7,465iApproximate average salary by contribution assumption: employee only about $186,631 at 4% or $124,420 at 6%; with 50% employer match about $124,420 at 4% or $82,947 at 6%; with 100% employer match about $93,315 at 4% or $62,210 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 90 | $9,832,168 | $671,870 | $7,465iApproximate average salary by contribution assumption: employee only about $186,631 at 4% or $124,420 at 6%; with 50% employer match about $124,420 at 4% or $82,947 at 6%; with 100% employer match about $93,315 at 4% or $62,210 at 6%. |
| 2022 | 1 | 108 | $8,311,105 | $652,713 | $6,044iApproximate average salary by contribution assumption: employee only about $151,091 at 4% or $100,727 at 6%; with 50% employer match about $100,727 at 4% or $67,152 at 6%; with 100% employer match about $75,545 at 4% or $50,364 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 108 | $8,311,105 | $652,713 | $6,044iApproximate average salary by contribution assumption: employee only about $151,091 at 4% or $100,727 at 6%; with 50% employer match about $100,727 at 4% or $67,152 at 6%; with 100% employer match about $75,545 at 4% or $50,364 at 6%. |
| 2021 | 1 | 108 | $9,036,979 | $703,111 | $6,510iApproximate average salary by contribution assumption: employee only about $162,757 at 4% or $108,505 at 6%; with 50% employer match about $108,505 at 4% or $72,337 at 6%; with 100% employer match about $81,379 at 4% or $54,252 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 108 | $9,036,979 | $703,111 | $6,510iApproximate average salary by contribution assumption: employee only about $162,757 at 4% or $108,505 at 6%; with 50% employer match about $108,505 at 4% or $72,337 at 6%; with 100% employer match about $81,379 at 4% or $54,252 at 6%. |
| 2020 | 1 | 116 | $8,159,221 | $809,274 | $6,977iApproximate average salary by contribution assumption: employee only about $174,413 at 4% or $116,275 at 6%; with 50% employer match about $116,275 at 4% or $77,517 at 6%; with 100% employer match about $87,206 at 4% or $58,138 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 116 | $8,159,221 | $809,274 | $6,977iApproximate average salary by contribution assumption: employee only about $174,413 at 4% or $116,275 at 6%; with 50% employer match about $116,275 at 4% or $77,517 at 6%; with 100% employer match about $87,206 at 4% or $58,138 at 6%. |
| 2019 | 1 | 81 | $8,193,728 | $752,551 | $9,291iApproximate average salary by contribution assumption: employee only about $232,269 at 4% or $154,846 at 6%; with 50% employer match about $154,846 at 4% or $103,231 at 6%; with 100% employer match about $116,134 at 4% or $77,423 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 81 | $8,193,728 | $752,551 | $9,291iApproximate average salary by contribution assumption: employee only about $232,269 at 4% or $154,846 at 6%; with 50% employer match about $154,846 at 4% or $103,231 at 6%; with 100% employer match about $116,134 at 4% or $77,423 at 6%. |
| 2018 | 1 | 93 | $7,346,142 | $519,279 | $5,584iApproximate average salary by contribution assumption: employee only about $139,591 at 4% or $93,061 at 6%; with 50% employer match about $93,061 at 4% or $62,041 at 6%; with 100% employer match about $69,796 at 4% or $46,530 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 93 | $7,346,142 | $519,279 | $5,584iApproximate average salary by contribution assumption: employee only about $139,591 at 4% or $93,061 at 6%; with 50% employer match about $93,061 at 4% or $62,041 at 6%; with 100% employer match about $69,796 at 4% or $46,530 at 6%. |
| 2017 | 1 | 97 | $7,487,662 | $564,387 | $5,818iApproximate average salary by contribution assumption: employee only about $145,461 at 4% or $96,974 at 6%; with 50% employer match about $96,974 at 4% or $64,649 at 6%; with 100% employer match about $72,730 at 4% or $48,487 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 97 | $7,487,662 | $564,387 | $5,818iApproximate average salary by contribution assumption: employee only about $145,461 at 4% or $96,974 at 6%; with 50% employer match about $96,974 at 4% or $64,649 at 6%; with 100% employer match about $72,730 at 4% or $48,487 at 6%. |
| 2016 | 1 | 112 | $6,485,371 | $1,209,289 | $10,797iApproximate average salary by contribution assumption: employee only about $269,931 at 4% or $179,954 at 6%; with 50% employer match about $179,954 at 4% or $119,969 at 6%; with 100% employer match about $134,965 at 4% or $89,977 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 112 | $6,485,371 | $1,209,289 | $10,797iApproximate average salary by contribution assumption: employee only about $269,931 at 4% or $179,954 at 6%; with 50% employer match about $179,954 at 4% or $119,969 at 6%; with 100% employer match about $134,965 at 4% or $89,977 at 6%. |
| 2015 | 1 | 59 | $4,276,914 | $234,364 | $3,972iApproximate average salary by contribution assumption: employee only about $99,307 at 4% or $66,205 at 6%; with 50% employer match about $66,205 at 4% or $44,136 at 6%; with 100% employer match about $49,653 at 4% or $33,102 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 59 | $4,276,914 | $234,364 | $3,972iApproximate average salary by contribution assumption: employee only about $99,307 at 4% or $66,205 at 6%; with 50% employer match about $66,205 at 4% or $44,136 at 6%; with 100% employer match about $49,653 at 4% or $33,102 at 6%. |
| 2014 | 1 | 54 | $4,386,013 | $277,120 | $5,132iApproximate average salary by contribution assumption: employee only about $128,296 at 4% or $85,531 at 6%; with 50% employer match about $85,531 at 4% or $57,021 at 6%; with 100% employer match about $64,148 at 4% or $42,765 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 54 | $4,386,013 | $277,120 | $5,132iApproximate average salary by contribution assumption: employee only about $128,296 at 4% or $85,531 at 6%; with 50% employer match about $85,531 at 4% or $57,021 at 6%; with 100% employer match about $64,148 at 4% or $42,765 at 6%. |
| 2013 | 1 | 57 | $4,240,262 | $267,197 | $4,688iApproximate average salary by contribution assumption: employee only about $117,192 at 4% or $78,128 at 6%; with 50% employer match about $78,128 at 4% or $52,085 at 6%; with 100% employer match about $58,596 at 4% or $39,064 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 57 | $4,240,262 | $267,197 | $4,688iApproximate average salary by contribution assumption: employee only about $117,192 at 4% or $78,128 at 6%; with 50% employer match about $78,128 at 4% or $52,085 at 6%; with 100% employer match about $58,596 at 4% or $39,064 at 6%. |
| 2012 | 1 | 53 | $3,223,826 | $194,113 | $3,663iApproximate average salary by contribution assumption: employee only about $91,563 at 4% or $61,042 at 6%; with 50% employer match about $61,042 at 4% or $40,695 at 6%; with 100% employer match about $45,781 at 4% or $30,521 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 53 | $3,223,826 | $194,113 | $3,663iApproximate average salary by contribution assumption: employee only about $91,563 at 4% or $61,042 at 6%; with 50% employer match about $61,042 at 4% or $40,695 at 6%; with 100% employer match about $45,781 at 4% or $30,521 at 6%. |
| 2011 | 1 | 47 | $2,841,133 | $183,560 | $3,906iApproximate average salary by contribution assumption: employee only about $97,638 at 4% or $65,092 at 6%; with 50% employer match about $65,092 at 4% or $43,395 at 6%; with 100% employer match about $48,819 at 4% or $32,546 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 47 | $2,841,133 | $183,560 | $3,906iApproximate average salary by contribution assumption: employee only about $97,638 at 4% or $65,092 at 6%; with 50% employer match about $65,092 at 4% or $43,395 at 6%; with 100% employer match about $48,819 at 4% or $32,546 at 6%. |
| 2010 | 1 | 45 | $2,516,500 | $342,611 | $7,614iApproximate average salary by contribution assumption: employee only about $190,339 at 4% or $126,893 at 6%; with 50% employer match about $126,893 at 4% or $84,595 at 6%; with 100% employer match about $95,170 at 4% or $63,446 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 45 | $2,516,500 | $342,611 | $7,614iApproximate average salary by contribution assumption: employee only about $190,339 at 4% or $126,893 at 6%; with 50% employer match about $126,893 at 4% or $84,595 at 6%; with 100% employer match about $95,170 at 4% or $63,446 at 6%. |
| 2009 | 2 | 41 | $1,679,090 | $179,316 | $4,374iApproximate average salary by contribution assumption: employee only about $109,339 at 4% or $72,893 at 6%; with 50% employer match about $72,893 at 4% or $48,595 at 6%; with 100% employer match about $54,670 at 4% or $36,446 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 41 | $1,679,090 | $179,316 | $4,374iApproximate average salary by contribution assumption: employee only about $109,339 at 4% or $72,893 at 6%; with 50% employer match about $72,893 at 4% or $48,595 at 6%; with 100% employer match about $54,670 at 4% or $36,446 at 6%. |
| WELLINGTON STATE BANK CAFETEIA PLAN | - | - | - | - | - |
| 2008 | 1 | 45 | $1,367,345 | $171,970 | $3,822iApproximate average salary by contribution assumption: employee only about $95,539 at 4% or $63,693 at 6%; with 50% employer match about $63,693 at 4% or $42,462 at 6%; with 100% employer match about $47,769 at 4% or $31,846 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 45 | $1,367,345 | $171,970 | $3,822iApproximate average salary by contribution assumption: employee only about $95,539 at 4% or $63,693 at 6%; with 50% employer match about $63,693 at 4% or $42,462 at 6%; with 100% employer match about $47,769 at 4% or $31,846 at 6%. |
| 2007 | 2 | 43 | $1,740,640 | $156,249 | $3,634iApproximate average salary by contribution assumption: employee only about $90,842 at 4% or $60,562 at 6%; with 50% employer match about $60,562 at 4% or $40,374 at 6%; with 100% employer match about $45,421 at 4% or $30,281 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 43 | $1,740,640 | $156,249 | $3,634iApproximate average salary by contribution assumption: employee only about $90,842 at 4% or $60,562 at 6%; with 50% employer match about $60,562 at 4% or $40,374 at 6%; with 100% employer match about $45,421 at 4% or $30,281 at 6%. |
| WELLINGTON STATE BANK CAFETEIA PLAN | - | 32 | - | - | - |
| 2006 | 2 | 42 | $1,552,797 | $149,572 | $3,561iApproximate average salary by contribution assumption: employee only about $89,031 at 4% or $59,354 at 6%; with 50% employer match about $59,354 at 4% or $39,569 at 6%; with 100% employer match about $44,515 at 4% or $29,677 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 42 | $1,552,797 | $149,572 | $3,561iApproximate average salary by contribution assumption: employee only about $89,031 at 4% or $59,354 at 6%; with 50% employer match about $59,354 at 4% or $39,569 at 6%; with 100% employer match about $44,515 at 4% or $29,677 at 6%. |
| WELLINGTON STATE BANK CAFETERIA PLAN | - | 32 | - | - | - |
| 2005 | 2 | 42 | $1,260,571 | $144,858 | $3,449iApproximate average salary by contribution assumption: employee only about $86,225 at 4% or $57,483 at 6%; with 50% employer match about $57,483 at 4% or $38,322 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 42 | $1,260,571 | $144,858 | $3,449iApproximate average salary by contribution assumption: employee only about $86,225 at 4% or $57,483 at 6%; with 50% employer match about $57,483 at 4% or $38,322 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%. |
| WELLINGTON STATE BANK CAFETEIA PLAN | - | 36 | - | - | - |
| 2004 | 2 | 48 | $1,125,591 | $162,797 | $3,392iApproximate average salary by contribution assumption: employee only about $84,790 at 4% or $56,527 at 6%; with 50% employer match about $56,527 at 4% or $37,684 at 6%; with 100% employer match about $42,395 at 4% or $28,263 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 48 | $1,125,591 | $140,893 | $2,935iApproximate average salary by contribution assumption: employee only about $73,382 at 4% or $48,921 at 6%; with 50% employer match about $48,921 at 4% or $32,614 at 6%; with 100% employer match about $36,691 at 4% or $24,461 at 6%. |
| WELLINGTON STATE BANK CAFETEIA PLAN | - | 38 | - | $21,904 | $576iApproximate average salary by contribution assumption: employee only about $14,411 at 4% or $9,607 at 6%; with 50% employer match about $9,607 at 4% or $6,405 at 6%; with 100% employer match about $7,205 at 4% or $4,804 at 6%. |
| 2003 | 2 | 50 | $922,605 | $211,955 | $4,239iApproximate average salary by contribution assumption: employee only about $105,978 at 4% or $70,652 at 6%; with 50% employer match about $70,652 at 4% or $47,101 at 6%; with 100% employer match about $52,989 at 4% or $35,326 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 50 | $922,605 | $141,656 | $2,833iApproximate average salary by contribution assumption: employee only about $70,828 at 4% or $47,219 at 6%; with 50% employer match about $47,219 at 4% or $31,479 at 6%; with 100% employer match about $35,414 at 4% or $23,609 at 6%. |
| WELLINGTON STATE BANK CAFETEIA PLAN | - | 37 | - | $70,299 | $1,900iApproximate average salary by contribution assumption: employee only about $47,499 at 4% or $31,666 at 6%; with 50% employer match about $31,666 at 4% or $21,111 at 6%; with 100% employer match about $23,750 at 4% or $15,833 at 6%. |
| 2002 | 2 | 44 | $661,395 | $210,949 | $4,794iApproximate average salary by contribution assumption: employee only about $119,857 at 4% or $79,905 at 6%; with 50% employer match about $79,905 at 4% or $53,270 at 6%; with 100% employer match about $59,929 at 4% or $39,952 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 44 | $661,395 | $145,012 | $3,296iApproximate average salary by contribution assumption: employee only about $82,393 at 4% or $54,929 at 6%; with 50% employer match about $54,929 at 4% or $36,619 at 6%; with 100% employer match about $41,197 at 4% or $27,464 at 6%. |
| WELLINGTON STATE BANK CAFETERIA PLAN | - | 36 | - | $65,937 | $1,832iApproximate average salary by contribution assumption: employee only about $45,790 at 4% or $30,526 at 6%; with 50% employer match about $30,526 at 4% or $20,351 at 6%; with 100% employer match about $22,895 at 4% or $15,263 at 6%. |
| 2001 | 1 | 45 | $552,485 | $119,114 | $2,647iApproximate average salary by contribution assumption: employee only about $66,174 at 4% or $44,116 at 6%; with 50% employer match about $44,116 at 4% or $29,411 at 6%; with 100% employer match about $33,087 at 4% or $22,058 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 45 | $552,485 | $119,114 | $2,647iApproximate average salary by contribution assumption: employee only about $66,174 at 4% or $44,116 at 6%; with 50% employer match about $44,116 at 4% or $29,411 at 6%; with 100% employer match about $33,087 at 4% or $22,058 at 6%. |
| 2000 | 1 | 46 | $0 | $0 | - |
| Wellington State Bank 401K Profit Sharing Plan | - | 46 | - | - | - |
| 1999 | 1 | 52 | $596,479 | $129,924 | $2,499iApproximate average salary by contribution assumption: employee only about $62,463 at 4% or $41,642 at 6%; with 50% employer match about $41,642 at 4% or $27,762 at 6%; with 100% employer match about $31,232 at 4% or $20,821 at 6%. |
| Wellington State Bank 401K Profit Sharing Plan | - | 52 | $596,479 | $129,924 | $2,499iApproximate average salary by contribution assumption: employee only about $62,463 at 4% or $41,642 at 6%; with 50% employer match about $41,642 at 4% or $27,762 at 6%; with 100% employer match about $31,232 at 4% or $20,821 at 6%. |