Civic Intelligence

Wellez Information Management LLC

Plan context: Wellez Information Management LLC 401K Plan and Trust

EIN 76-0631868 • Houston, TX • 12 filings • 1 plans

1250 Wood Branch Park DriveSuite 410Houston, TX 77079
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$127

2018 Contributions

$117,992

Historical Graphs

Total Assets Over Time

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

$1,256,433$628,217$0200720132018YearValue
$127Latest year 2018

Participants Over Time

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

1050200720132018YearValue
1Latest year 2018

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
201811$127$0-
Wellez Information Management LLC 401K Plan and Trust-1$127--
201717$1,256,433$117,992$16,856iApproximate average salary by contribution assumption: employee only about $421,400 at 4% or $280,933 at 6%; with 50% employer match about $280,933 at 4% or $187,289 at 6%; with 100% employer match about $210,700 at 4% or $140,467 at 6%.
Wellez Information Management LLC 401K Plan and Trust-7$1,256,433$117,992$16,856iApproximate average salary by contribution assumption: employee only about $421,400 at 4% or $280,933 at 6%; with 50% employer match about $280,933 at 4% or $187,289 at 6%; with 100% employer match about $210,700 at 4% or $140,467 at 6%.
201618$986,830$105,730$13,216iApproximate average salary by contribution assumption: employee only about $330,406 at 4% or $220,271 at 6%; with 50% employer match about $220,271 at 4% or $146,847 at 6%; with 100% employer match about $165,203 at 4% or $110,135 at 6%.
Wellez Information Management LLC 401K Plan and Trust-8$986,830$105,730$13,216iApproximate average salary by contribution assumption: employee only about $330,406 at 4% or $220,271 at 6%; with 50% employer match about $220,271 at 4% or $146,847 at 6%; with 100% employer match about $165,203 at 4% or $110,135 at 6%.
201517$801,212$122,792$17,542iApproximate average salary by contribution assumption: employee only about $438,543 at 4% or $292,362 at 6%; with 50% employer match about $292,362 at 4% or $194,908 at 6%; with 100% employer match about $219,271 at 4% or $146,181 at 6%.
Wellez Information Management LLC 401K Plan and Trust-7$801,212$122,792$17,542iApproximate average salary by contribution assumption: employee only about $438,543 at 4% or $292,362 at 6%; with 50% employer match about $292,362 at 4% or $194,908 at 6%; with 100% employer match about $219,271 at 4% or $146,181 at 6%.
2014110$715,093$120,767$12,077iApproximate average salary by contribution assumption: employee only about $301,918 at 4% or $201,278 at 6%; with 50% employer match about $201,278 at 4% or $134,186 at 6%; with 100% employer match about $150,959 at 4% or $100,639 at 6%.
Wellez Information Management LLC 401K Plan and Trust-10$715,093$120,767$12,077iApproximate average salary by contribution assumption: employee only about $301,918 at 4% or $201,278 at 6%; with 50% employer match about $201,278 at 4% or $134,186 at 6%; with 100% employer match about $150,959 at 4% or $100,639 at 6%.
201315$554,907$73,320$14,664iApproximate average salary by contribution assumption: employee only about $366,600 at 4% or $244,400 at 6%; with 50% employer match about $244,400 at 4% or $162,933 at 6%; with 100% employer match about $183,300 at 4% or $122,200 at 6%.
Wellez Information Management LLC 401K Plan and Trust-5$554,907$73,320$14,664iApproximate average salary by contribution assumption: employee only about $366,600 at 4% or $244,400 at 6%; with 50% employer match about $244,400 at 4% or $162,933 at 6%; with 100% employer match about $183,300 at 4% or $122,200 at 6%.
201214$398,954$76,025$19,006iApproximate average salary by contribution assumption: employee only about $475,156 at 4% or $316,771 at 6%; with 50% employer match about $316,771 at 4% or $211,181 at 6%; with 100% employer match about $237,578 at 4% or $158,385 at 6%.
Wellez Information Management LLC 401K Plan and Trust-4$398,954$76,025$19,006iApproximate average salary by contribution assumption: employee only about $475,156 at 4% or $316,771 at 6%; with 50% employer match about $316,771 at 4% or $211,181 at 6%; with 100% employer match about $237,578 at 4% or $158,385 at 6%.
201113$294,669$58,869$19,623iApproximate average salary by contribution assumption: employee only about $490,575 at 4% or $327,050 at 6%; with 50% employer match about $327,050 at 4% or $218,033 at 6%; with 100% employer match about $245,288 at 4% or $163,525 at 6%.
Wellez Information Management LLC 401K Plan and Trust-3$294,669$58,869$19,623iApproximate average salary by contribution assumption: employee only about $490,575 at 4% or $327,050 at 6%; with 50% employer match about $327,050 at 4% or $218,033 at 6%; with 100% employer match about $245,288 at 4% or $163,525 at 6%.
201014$276,134$65,496$16,374iApproximate average salary by contribution assumption: employee only about $409,350 at 4% or $272,900 at 6%; with 50% employer match about $272,900 at 4% or $181,933 at 6%; with 100% employer match about $204,675 at 4% or $136,450 at 6%.
Wellez Information Management LLC 401K Plan and Trust-4$276,134$65,496$16,374iApproximate average salary by contribution assumption: employee only about $409,350 at 4% or $272,900 at 6%; with 50% employer match about $272,900 at 4% or $181,933 at 6%; with 100% employer match about $204,675 at 4% or $136,450 at 6%.
200914$184,418$71,773$17,943iApproximate average salary by contribution assumption: employee only about $448,581 at 4% or $299,054 at 6%; with 50% employer match about $299,054 at 4% or $199,369 at 6%; with 100% employer match about $224,291 at 4% or $149,527 at 6%.
Wellez Information Management LLC 401K Plan and Trust-4$184,418$71,773$17,943iApproximate average salary by contribution assumption: employee only about $448,581 at 4% or $299,054 at 6%; with 50% employer match about $299,054 at 4% or $199,369 at 6%; with 100% employer match about $224,291 at 4% or $149,527 at 6%.
200812$81,480$53,938$26,969iApproximate average salary by contribution assumption: employee only about $674,225 at 4% or $449,483 at 6%; with 50% employer match about $449,483 at 4% or $299,656 at 6%; with 100% employer match about $337,113 at 4% or $224,742 at 6%.
Wellez Information Management LLC 401K Plan and Trust-2$81,480$53,938$26,969iApproximate average salary by contribution assumption: employee only about $674,225 at 4% or $449,483 at 6%; with 50% employer match about $449,483 at 4% or $299,656 at 6%; with 100% employer match about $337,113 at 4% or $224,742 at 6%.
200713$50,712$50,837$16,946iApproximate average salary by contribution assumption: employee only about $423,642 at 4% or $282,428 at 6%; with 50% employer match about $282,428 at 4% or $188,285 at 6%; with 100% employer match about $211,821 at 4% or $141,214 at 6%.
Wellez Information Management LLC 401K Plan and Trust-3$50,712$50,837$16,946iApproximate average salary by contribution assumption: employee only about $423,642 at 4% or $282,428 at 6%; with 50% employer match about $282,428 at 4% or $188,285 at 6%; with 100% employer match about $211,821 at 4% or $141,214 at 6%.