WELLS, PURCELL KRAATZ & BROOKMAN
Plan context: WELLS, PURCELL, KRAATZ & BROOKMAN 401K PROFIT SHARING PLAN & TRUST
EIN 75-2502042 • 7 filings • 4 plans
Current Snapshot
Latest Year
2005
2005 Participants
6
2005 Assets
$1,558,657
2005 Contributions
$106,862
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 6 | $1,558,657 | $106,862 | $17,810iApproximate average salary by contribution assumption: employee only about $445,258 at 4% or $296,839 at 6%; with 50% employer match about $296,839 at 4% or $197,893 at 6%; with 100% employer match about $222,629 at 4% or $148,419 at 6%. |
| WELLS, PURCELL, KRAATZ & BROOKMAN 401K PROFIT SHARING PLAN & TRUST | - | 6 | $1,558,657 | $106,862 | $17,810iApproximate average salary by contribution assumption: employee only about $445,258 at 4% or $296,839 at 6%; with 50% employer match about $296,839 at 4% or $197,893 at 6%; with 100% employer match about $222,629 at 4% or $148,419 at 6%. |
| 2003 | 1 | 8 | $1,118,502 | $37,678 | $4,710iApproximate average salary by contribution assumption: employee only about $117,744 at 4% or $78,496 at 6%; with 50% employer match about $78,496 at 4% or $52,331 at 6%; with 100% employer match about $58,872 at 4% or $39,248 at 6%. |
| WELLS, PURCELL & KRAATZ, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 8 | $1,118,502 | $37,678 | $4,710iApproximate average salary by contribution assumption: employee only about $117,744 at 4% or $78,496 at 6%; with 50% employer match about $78,496 at 4% or $52,331 at 6%; with 100% employer match about $58,872 at 4% or $39,248 at 6%. |
| 2002 | 1 | 6 | $877,476 | $38,738 | $6,456iApproximate average salary by contribution assumption: employee only about $161,408 at 4% or $107,606 at 6%; with 50% employer match about $107,606 at 4% or $71,737 at 6%; with 100% employer match about $80,704 at 4% or $53,803 at 6%. |
| WELLS, PURCELL & KRAATZ, P.C. 401K PROFIT SHARING PLAN | - | 6 | $877,476 | $38,738 | $6,456iApproximate average salary by contribution assumption: employee only about $161,408 at 4% or $107,606 at 6%; with 50% employer match about $107,606 at 4% or $71,737 at 6%; with 100% employer match about $80,704 at 4% or $53,803 at 6%. |
| 2001 | 2 | 7 | $955,335 | $29,467 | $4,210iApproximate average salary by contribution assumption: employee only about $105,239 at 4% or $70,160 at 6%; with 50% employer match about $70,160 at 4% or $46,773 at 6%; with 100% employer match about $52,620 at 4% or $35,080 at 6%. |
| WELLS, PURCELL & KRAATZ, P.C. 401K PROFIT SHARING PLAN | - | 7 | $955,335 | $29,467 | $4,210iApproximate average salary by contribution assumption: employee only about $105,239 at 4% or $70,160 at 6%; with 50% employer match about $70,160 at 4% or $46,773 at 6%; with 100% employer match about $52,620 at 4% or $35,080 at 6%. |
| Wells, Purcell & Kraatz PC. Pension Plan & Trust | - | 0 | - | - | - |
| 2000 | 1 | 7 | $633,074 | $37,240 | $5,320iApproximate average salary by contribution assumption: employee only about $133,000 at 4% or $88,667 at 6%; with 50% employer match about $88,667 at 4% or $59,111 at 6%; with 100% employer match about $66,500 at 4% or $44,333 at 6%. |
| WELLS, PURCELL & KRAATZ, P.C. 401K PROFIT SHARING PLAN & TRUST | - | 7 | $633,074 | $37,240 | $5,320iApproximate average salary by contribution assumption: employee only about $133,000 at 4% or $88,667 at 6%; with 50% employer match about $88,667 at 4% or $59,111 at 6%; with 100% employer match about $66,500 at 4% or $44,333 at 6%. |
| 1999 | 1 | 8 | $164,549 | $13,090 | $1,636iApproximate average salary by contribution assumption: employee only about $40,906 at 4% or $27,271 at 6%; with 50% employer match about $27,271 at 4% or $18,181 at 6%; with 100% employer match about $20,453 at 4% or $13,635 at 6%. |
| Wells, Purcell & Kraatz PC. Pension Plan & Trust | - | 8 | $164,549 | $13,090 | $1,636iApproximate average salary by contribution assumption: employee only about $40,906 at 4% or $27,271 at 6%; with 50% employer match about $27,271 at 4% or $18,181 at 6%; with 100% employer match about $20,453 at 4% or $13,635 at 6%. |