The Wells Partnership Inc.
Plan context: The Wells Partnership Inc. 401(K) Profit Sharing Plan
EIN 84-1318112 • Larkspur, CO • 12 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$791
2023 Contributions
$43,654
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $791 | $0 | - |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 1 | $791 | - | - |
| 2022 | 1 | 1 | $669 | $0 | - |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 1 | $669 | - | - |
| 2019 | 1 | 1 | $612 | $43,654 | $43,654iApproximate average salary by contribution assumption: employee only about $1,091,350 at 4% or $727,567 at 6%; with 50% employer match about $727,567 at 4% or $485,044 at 6%; with 100% employer match about $545,675 at 4% or $363,783 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 1 | $612 | $43,654 | $43,654iApproximate average salary by contribution assumption: employee only about $1,091,350 at 4% or $727,567 at 6%; with 50% employer match about $727,567 at 4% or $485,044 at 6%; with 100% employer match about $545,675 at 4% or $363,783 at 6%. |
| 2018 | 1 | 3 | $259,160 | $76,458 | $25,486iApproximate average salary by contribution assumption: employee only about $637,150 at 4% or $424,767 at 6%; with 50% employer match about $424,767 at 4% or $283,178 at 6%; with 100% employer match about $318,575 at 4% or $212,383 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 3 | $259,160 | $76,458 | $25,486iApproximate average salary by contribution assumption: employee only about $637,150 at 4% or $424,767 at 6%; with 50% employer match about $424,767 at 4% or $283,178 at 6%; with 100% employer match about $318,575 at 4% or $212,383 at 6%. |
| 2017 | 1 | 3 | $204,712 | $33,329 | $11,110iApproximate average salary by contribution assumption: employee only about $277,742 at 4% or $185,161 at 6%; with 50% employer match about $185,161 at 4% or $123,441 at 6%; with 100% employer match about $138,871 at 4% or $92,581 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 3 | $204,712 | $33,329 | $11,110iApproximate average salary by contribution assumption: employee only about $277,742 at 4% or $185,161 at 6%; with 50% employer match about $185,161 at 4% or $123,441 at 6%; with 100% employer match about $138,871 at 4% or $92,581 at 6%. |
| 2016 | 1 | 5 | $175,041 | $92,020 | $18,404iApproximate average salary by contribution assumption: employee only about $460,100 at 4% or $306,733 at 6%; with 50% employer match about $306,733 at 4% or $204,489 at 6%; with 100% employer match about $230,050 at 4% or $153,367 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 5 | $175,041 | $92,020 | $18,404iApproximate average salary by contribution assumption: employee only about $460,100 at 4% or $306,733 at 6%; with 50% employer match about $306,733 at 4% or $204,489 at 6%; with 100% employer match about $230,050 at 4% or $153,367 at 6%. |
| 2015 | 1 | 5 | $80,014 | $81,273 | $16,255iApproximate average salary by contribution assumption: employee only about $406,365 at 4% or $270,910 at 6%; with 50% employer match about $270,910 at 4% or $180,607 at 6%; with 100% employer match about $203,183 at 4% or $135,455 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 5 | $80,014 | $81,273 | $16,255iApproximate average salary by contribution assumption: employee only about $406,365 at 4% or $270,910 at 6%; with 50% employer match about $270,910 at 4% or $180,607 at 6%; with 100% employer match about $203,183 at 4% or $135,455 at 6%. |
| 2011 | 1 | 0 | $0 | $12,793 | - |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $12,793 | - |
| 2010 | 1 | 6 | $235,702 | $9,790 | $1,632iApproximate average salary by contribution assumption: employee only about $40,792 at 4% or $27,194 at 6%; with 50% employer match about $27,194 at 4% or $18,130 at 6%; with 100% employer match about $20,396 at 4% or $13,597 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 6 | $235,702 | $9,790 | $1,632iApproximate average salary by contribution assumption: employee only about $40,792 at 4% or $27,194 at 6%; with 50% employer match about $27,194 at 4% or $18,130 at 6%; with 100% employer match about $20,396 at 4% or $13,597 at 6%. |
| 2009 | 1 | 7 | $192,404 | $35,957 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 7 | $192,404 | $35,957 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| 2008 | 1 | 7 | $114,604 | $83,267 | $11,895iApproximate average salary by contribution assumption: employee only about $297,382 at 4% or $198,255 at 6%; with 50% employer match about $198,255 at 4% or $132,170 at 6%; with 100% employer match about $148,691 at 4% or $99,127 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 7 | $114,604 | $83,267 | $11,895iApproximate average salary by contribution assumption: employee only about $297,382 at 4% or $198,255 at 6%; with 50% employer match about $198,255 at 4% or $132,170 at 6%; with 100% employer match about $148,691 at 4% or $99,127 at 6%. |
| 2007 | 1 | 7 | $84,817 | $87,681 | $12,526iApproximate average salary by contribution assumption: employee only about $313,146 at 4% or $208,764 at 6%; with 50% employer match about $208,764 at 4% or $139,176 at 6%; with 100% employer match about $156,573 at 4% or $104,382 at 6%. |
| The Wells Partnership Inc. 401(K) Profit Sharing Plan | - | 7 | $84,817 | $87,681 | $12,526iApproximate average salary by contribution assumption: employee only about $313,146 at 4% or $208,764 at 6%; with 50% employer match about $208,764 at 4% or $139,176 at 6%; with 100% employer match about $156,573 at 4% or $104,382 at 6%. |