Wellspring Insurance Agency Inc.
Plan context: Wellspring Insurance Agency 401(K) Plan
EIN 75-2715511 • Argyle, TX • 15 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
12
2021 Assets
$1,332,871
2021 Contributions
$50,044
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $50,044 | - |
| Wellspring Insurance Agency 401(K) Plan | - | 0 | $0 | $50,044 | - |
| 2020 | 1 | 12 | $1,332,871 | $114,156 | $9,513iApproximate average salary by contribution assumption: employee only about $237,825 at 4% or $158,550 at 6%; with 50% employer match about $158,550 at 4% or $105,700 at 6%; with 100% employer match about $118,913 at 4% or $79,275 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 12 | $1,332,871 | $114,156 | $9,513iApproximate average salary by contribution assumption: employee only about $237,825 at 4% or $158,550 at 6%; with 50% employer match about $158,550 at 4% or $105,700 at 6%; with 100% employer match about $118,913 at 4% or $79,275 at 6%. |
| 2019 | 1 | 11 | $1,077,199 | $60,091 | $5,463iApproximate average salary by contribution assumption: employee only about $136,570 at 4% or $91,047 at 6%; with 50% employer match about $91,047 at 4% or $60,698 at 6%; with 100% employer match about $68,285 at 4% or $45,523 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 11 | $1,077,199 | $60,091 | $5,463iApproximate average salary by contribution assumption: employee only about $136,570 at 4% or $91,047 at 6%; with 50% employer match about $91,047 at 4% or $60,698 at 6%; with 100% employer match about $68,285 at 4% or $45,523 at 6%. |
| 2018 | 1 | 10 | $819,284 | $107,586 | $10,759iApproximate average salary by contribution assumption: employee only about $268,965 at 4% or $179,310 at 6%; with 50% employer match about $179,310 at 4% or $119,540 at 6%; with 100% employer match about $134,483 at 4% or $89,655 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 10 | $819,284 | $107,586 | $10,759iApproximate average salary by contribution assumption: employee only about $268,965 at 4% or $179,310 at 6%; with 50% employer match about $179,310 at 4% or $119,540 at 6%; with 100% employer match about $134,483 at 4% or $89,655 at 6%. |
| 2017 | 1 | 9 | $774,256 | $57,153 | $6,350iApproximate average salary by contribution assumption: employee only about $158,758 at 4% or $105,839 at 6%; with 50% employer match about $105,839 at 4% or $70,559 at 6%; with 100% employer match about $79,379 at 4% or $52,919 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 9 | $774,256 | $57,153 | $6,350iApproximate average salary by contribution assumption: employee only about $158,758 at 4% or $105,839 at 6%; with 50% employer match about $105,839 at 4% or $70,559 at 6%; with 100% employer match about $79,379 at 4% or $52,919 at 6%. |
| 2016 | 1 | 8 | $606,087 | $77,504 | $9,688iApproximate average salary by contribution assumption: employee only about $242,200 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,644 at 6%; with 100% employer match about $121,100 at 4% or $80,733 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 8 | $606,087 | $77,504 | $9,688iApproximate average salary by contribution assumption: employee only about $242,200 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,644 at 6%; with 100% employer match about $121,100 at 4% or $80,733 at 6%. |
| 2015 | 1 | 9 | $693,011 | $107,591 | $11,955iApproximate average salary by contribution assumption: employee only about $298,864 at 4% or $199,243 at 6%; with 50% employer match about $199,243 at 4% or $132,828 at 6%; with 100% employer match about $149,432 at 4% or $99,621 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 9 | $693,011 | $107,591 | $11,955iApproximate average salary by contribution assumption: employee only about $298,864 at 4% or $199,243 at 6%; with 50% employer match about $199,243 at 4% or $132,828 at 6%; with 100% employer match about $149,432 at 4% or $99,621 at 6%. |
| 2014 | 1 | 7 | $606,983 | $124,954 | $17,851iApproximate average salary by contribution assumption: employee only about $446,264 at 4% or $297,510 at 6%; with 50% employer match about $297,510 at 4% or $198,340 at 6%; with 100% employer match about $223,132 at 4% or $148,755 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 7 | $606,983 | $124,954 | $17,851iApproximate average salary by contribution assumption: employee only about $446,264 at 4% or $297,510 at 6%; with 50% employer match about $297,510 at 4% or $198,340 at 6%; with 100% employer match about $223,132 at 4% or $148,755 at 6%. |
| 2013 | 1 | 8 | $463,645 | $92,880 | $11,610iApproximate average salary by contribution assumption: employee only about $290,250 at 4% or $193,500 at 6%; with 50% employer match about $193,500 at 4% or $129,000 at 6%; with 100% employer match about $145,125 at 4% or $96,750 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 8 | $463,645 | $92,880 | $11,610iApproximate average salary by contribution assumption: employee only about $290,250 at 4% or $193,500 at 6%; with 50% employer match about $193,500 at 4% or $129,000 at 6%; with 100% employer match about $145,125 at 4% or $96,750 at 6%. |
| 2012 | 1 | 8 | $319,266 | $93,015 | $11,627iApproximate average salary by contribution assumption: employee only about $290,672 at 4% or $193,781 at 6%; with 50% employer match about $193,781 at 4% or $129,188 at 6%; with 100% employer match about $145,336 at 4% or $96,891 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 8 | $319,266 | $93,015 | $11,627iApproximate average salary by contribution assumption: employee only about $290,672 at 4% or $193,781 at 6%; with 50% employer match about $193,781 at 4% or $129,188 at 6%; with 100% employer match about $145,336 at 4% or $96,891 at 6%. |
| 2011 | 1 | 7 | $197,091 | $41,532 | $5,933iApproximate average salary by contribution assumption: employee only about $148,329 at 4% or $98,886 at 6%; with 50% employer match about $98,886 at 4% or $65,924 at 6%; with 100% employer match about $74,164 at 4% or $49,443 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 7 | $197,091 | $41,532 | $5,933iApproximate average salary by contribution assumption: employee only about $148,329 at 4% or $98,886 at 6%; with 50% employer match about $98,886 at 4% or $65,924 at 6%; with 100% employer match about $74,164 at 4% or $49,443 at 6%. |
| 2010 | 1 | 6 | $162,448 | $49,750 | $8,292iApproximate average salary by contribution assumption: employee only about $207,292 at 4% or $138,194 at 6%; with 50% employer match about $138,194 at 4% or $92,130 at 6%; with 100% employer match about $103,646 at 4% or $69,097 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 6 | $162,448 | $49,750 | $8,292iApproximate average salary by contribution assumption: employee only about $207,292 at 4% or $138,194 at 6%; with 50% employer match about $138,194 at 4% or $92,130 at 6%; with 100% employer match about $103,646 at 4% or $69,097 at 6%. |
| 2009 | 1 | 6 | $95,200 | $27,300 | $4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 6 | $95,200 | $27,300 | $4,550iApproximate average salary by contribution assumption: employee only about $113,750 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,556 at 6%; with 100% employer match about $56,875 at 4% or $37,917 at 6%. |
| 2008 | 1 | 6 | $51,608 | $38,661 | $6,444iApproximate average salary by contribution assumption: employee only about $161,088 at 4% or $107,392 at 6%; with 50% employer match about $107,392 at 4% or $71,594 at 6%; with 100% employer match about $80,544 at 4% or $53,696 at 6%. |
| Wellspring Insurance Agency 401(K) Plan | - | 6 | $51,608 | $38,661 | $6,444iApproximate average salary by contribution assumption: employee only about $161,088 at 4% or $107,392 at 6%; with 50% employer match about $107,392 at 4% or $71,594 at 6%; with 100% employer match about $80,544 at 4% or $53,696 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Wellspring Insurance Agency 401(K) Plan | - | 4 | - | - | - |