Civic Intelligence

Heather Wells Inc.

Plan context: Heather Wells Inc. 401(K) Plan

EIN 81-0890247 • Boston, MA • 10 filings • 1 plans

359 Boylston StreetSuite 2Boston, MA 02116
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,842,387

2025 Contributions

$219,370

Historical Graphs

Total Assets Over Time

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

$2,842,387$1,421,194$0201620212025YearValue
$2,842,387Latest year 2025

Participants Over Time

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

1370201620212025YearValue
11Latest year 2025

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
2025111$2,842,387$219,370$19,943iApproximate average salary by contribution assumption: employee only about $498,568 at 4% or $332,379 at 6%; with 50% employer match about $332,379 at 4% or $221,586 at 6%; with 100% employer match about $249,284 at 4% or $166,189 at 6%.
Heather Wells Inc. 401(K) Plan-11$2,842,387$219,370$19,943iApproximate average salary by contribution assumption: employee only about $498,568 at 4% or $332,379 at 6%; with 50% employer match about $332,379 at 4% or $221,586 at 6%; with 100% employer match about $249,284 at 4% or $166,189 at 6%.
202419$2,464,359$134,958$14,995iApproximate average salary by contribution assumption: employee only about $374,883 at 4% or $249,922 at 6%; with 50% employer match about $249,922 at 4% or $166,615 at 6%; with 100% employer match about $187,442 at 4% or $124,961 at 6%.
Heather Wells Inc. 401(K) Plan-9$2,464,359$134,958$14,995iApproximate average salary by contribution assumption: employee only about $374,883 at 4% or $249,922 at 6%; with 50% employer match about $249,922 at 4% or $166,615 at 6%; with 100% employer match about $187,442 at 4% or $124,961 at 6%.
2023111$2,196,452$127,411$11,583iApproximate average salary by contribution assumption: employee only about $289,570 at 4% or $193,047 at 6%; with 50% employer match about $193,047 at 4% or $128,698 at 6%; with 100% employer match about $144,785 at 4% or $96,523 at 6%.
Heather Wells Inc. 401(K) Plan-11$2,196,452$127,411$11,583iApproximate average salary by contribution assumption: employee only about $289,570 at 4% or $193,047 at 6%; with 50% employer match about $193,047 at 4% or $128,698 at 6%; with 100% employer match about $144,785 at 4% or $96,523 at 6%.
2022112$1,804,624$190,393$15,866iApproximate average salary by contribution assumption: employee only about $396,652 at 4% or $264,435 at 6%; with 50% employer match about $264,435 at 4% or $176,290 at 6%; with 100% employer match about $198,326 at 4% or $132,217 at 6%.
Heather Wells Inc. 401(K) Plan-12$1,804,624$190,393$15,866iApproximate average salary by contribution assumption: employee only about $396,652 at 4% or $264,435 at 6%; with 50% employer match about $264,435 at 4% or $176,290 at 6%; with 100% employer match about $198,326 at 4% or $132,217 at 6%.
2021113$2,167,329$195,662$15,051iApproximate average salary by contribution assumption: employee only about $376,273 at 4% or $250,849 at 6%; with 50% employer match about $250,849 at 4% or $167,232 at 6%; with 100% employer match about $188,137 at 4% or $125,424 at 6%.
Heather Wells Inc. 401(K) Plan-13$2,167,329$195,662$15,051iApproximate average salary by contribution assumption: employee only about $376,273 at 4% or $250,849 at 6%; with 50% employer match about $250,849 at 4% or $167,232 at 6%; with 100% employer match about $188,137 at 4% or $125,424 at 6%.
2020112$2,509,114$191,460$15,955iApproximate average salary by contribution assumption: employee only about $398,875 at 4% or $265,917 at 6%; with 50% employer match about $265,917 at 4% or $177,278 at 6%; with 100% employer match about $199,438 at 4% or $132,958 at 6%.
Heather Wells Inc. 401(K) Plan-12$2,509,114$191,460$15,955iApproximate average salary by contribution assumption: employee only about $398,875 at 4% or $265,917 at 6%; with 50% employer match about $265,917 at 4% or $177,278 at 6%; with 100% employer match about $199,438 at 4% or $132,958 at 6%.
2019112$2,010,819$178,919$14,910iApproximate average salary by contribution assumption: employee only about $372,748 at 4% or $248,499 at 6%; with 50% employer match about $248,499 at 4% or $165,666 at 6%; with 100% employer match about $186,374 at 4% or $124,249 at 6%.
Heather Wells Inc. 401(K) Plan-12$2,010,819$178,919$14,910iApproximate average salary by contribution assumption: employee only about $372,748 at 4% or $248,499 at 6%; with 50% employer match about $248,499 at 4% or $165,666 at 6%; with 100% employer match about $186,374 at 4% or $124,249 at 6%.
2018111$1,543,360$159,924$14,539iApproximate average salary by contribution assumption: employee only about $363,464 at 4% or $242,309 at 6%; with 50% employer match about $242,309 at 4% or $161,539 at 6%; with 100% employer match about $181,732 at 4% or $121,155 at 6%.
Heather Wells Inc. 401(K) Plan-11$1,543,360$159,924$14,539iApproximate average salary by contribution assumption: employee only about $363,464 at 4% or $242,309 at 6%; with 50% employer match about $242,309 at 4% or $161,539 at 6%; with 100% employer match about $181,732 at 4% or $121,155 at 6%.
2017110$1,576,753$180,202$18,020iApproximate average salary by contribution assumption: employee only about $450,505 at 4% or $300,337 at 6%; with 50% employer match about $300,337 at 4% or $200,224 at 6%; with 100% employer match about $225,253 at 4% or $150,168 at 6%.
Heather Wells Inc. 401(K) Plan-10$1,576,753$180,202$18,020iApproximate average salary by contribution assumption: employee only about $450,505 at 4% or $300,337 at 6%; with 50% employer match about $300,337 at 4% or $200,224 at 6%; with 100% employer match about $225,253 at 4% or $150,168 at 6%.
201619$1,205,821$152,787$16,976iApproximate average salary by contribution assumption: employee only about $424,408 at 4% or $282,939 at 6%; with 50% employer match about $282,939 at 4% or $188,626 at 6%; with 100% employer match about $212,204 at 4% or $141,469 at 6%.
Heather Wells Inc. 401(K) Plan-9$1,205,821$152,787$16,976iApproximate average salary by contribution assumption: employee only about $424,408 at 4% or $282,939 at 6%; with 50% employer match about $282,939 at 4% or $188,626 at 6%; with 100% employer match about $212,204 at 4% or $141,469 at 6%.