Civic Intelligence

WELLS & KAPP, CPAS, LLC

Plan context: WELLS & KAPP, CPAS, LLC EMPLOYEE 401(K) PLAN

EIN 81-3680641 • Paris, TX • 6 filings • 1 plans

1323 Lamar Ave., Suite DParis, TX 75462
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$903,352

2025 Contributions

$208,772

Historical Graphs

Total Assets Over Time

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

$903,352$451,676$0202020232025YearValue
$903,352Latest year 2025

Participants Over Time

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

1580202020232025YearValue
15Latest 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
2025115$903,352$208,772$13,918iApproximate average salary by contribution assumption: employee only about $347,953 at 4% or $231,969 at 6%; with 50% employer match about $231,969 at 4% or $154,646 at 6%; with 100% employer match about $173,977 at 4% or $115,984 at 6%.
WELLS & KAPP, CPAS, LLC EMPLOYEE 401(K) PLAN-15$903,352$208,772$13,918iApproximate average salary by contribution assumption: employee only about $347,953 at 4% or $231,969 at 6%; with 50% employer match about $231,969 at 4% or $154,646 at 6%; with 100% employer match about $173,977 at 4% or $115,984 at 6%.
2024111$646,241$179,735$16,340iApproximate average salary by contribution assumption: employee only about $408,489 at 4% or $272,326 at 6%; with 50% employer match about $272,326 at 4% or $181,551 at 6%; with 100% employer match about $204,244 at 4% or $136,163 at 6%.
WELLS & KAPP, CPAS, LLC EMPLOYEE 401(K) PLAN-11$646,241$179,735$16,340iApproximate average salary by contribution assumption: employee only about $408,489 at 4% or $272,326 at 6%; with 50% employer match about $272,326 at 4% or $181,551 at 6%; with 100% employer match about $204,244 at 4% or $136,163 at 6%.
2023110$418,552$164,159$16,416iApproximate average salary by contribution assumption: employee only about $410,398 at 4% or $273,598 at 6%; with 50% employer match about $273,598 at 4% or $182,399 at 6%; with 100% employer match about $205,199 at 4% or $136,799 at 6%.
WELLS & KAPP, CPAS, LLC EMPLOYEE 401(K) PLAN-10$418,552$164,159$16,416iApproximate average salary by contribution assumption: employee only about $410,398 at 4% or $273,598 at 6%; with 50% employer match about $273,598 at 4% or $182,399 at 6%; with 100% employer match about $205,199 at 4% or $136,799 at 6%.
202218$218,399$116,763$14,595iApproximate average salary by contribution assumption: employee only about $364,884 at 4% or $243,256 at 6%; with 50% employer match about $243,256 at 4% or $162,171 at 6%; with 100% employer match about $182,442 at 4% or $121,628 at 6%.
WELLS & KAPP, CPAS, LLC EMPLOYEE 401(K) PLAN-8$218,399$116,763$14,595iApproximate average salary by contribution assumption: employee only about $364,884 at 4% or $243,256 at 6%; with 50% employer match about $243,256 at 4% or $162,171 at 6%; with 100% employer match about $182,442 at 4% or $121,628 at 6%.
2021111$155,221$119,286$10,844iApproximate average salary by contribution assumption: employee only about $271,105 at 4% or $180,736 at 6%; with 50% employer match about $180,736 at 4% or $120,491 at 6%; with 100% employer match about $135,552 at 4% or $90,368 at 6%.
WELLS & KAPP, CPAS, LLC EMPLOYEE 401(K) PLAN-11$155,221$119,286$10,844iApproximate average salary by contribution assumption: employee only about $271,105 at 4% or $180,736 at 6%; with 50% employer match about $180,736 at 4% or $120,491 at 6%; with 100% employer match about $135,552 at 4% or $90,368 at 6%.
2020112$30,744$29,780$2,482iApproximate average salary by contribution assumption: employee only about $62,042 at 4% or $41,361 at 6%; with 50% employer match about $41,361 at 4% or $27,574 at 6%; with 100% employer match about $31,021 at 4% or $20,681 at 6%.
WELLS & KAPP, CPAS, LLC EMPLOYEE 401(K) PLAN-12$30,744$29,780$2,482iApproximate average salary by contribution assumption: employee only about $62,042 at 4% or $41,361 at 6%; with 50% employer match about $41,361 at 4% or $27,574 at 6%; with 100% employer match about $31,021 at 4% or $20,681 at 6%.