Civic Intelligence

James a. Wells Inc., Ps

Plan context: James a. Wells Inc., Ps 401K Plan

EIN 84-1637070 • 4 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$129,257

2008 Contributions

$16,200

Historical Graphs

Total Assets Over Time

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

$150,097$75,049$0200520062008YearValue
$129,257Latest year 2008

Participants Over Time

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

210200520072008YearValue
1Latest year 2008

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
200811$129,257$16,200$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
James a. Wells Inc., Ps 401K Plan-1$129,257$16,200$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
200712$0$0-
James a. Wells Inc., Ps 401K Plan-2---
200612$150,097$15,582$7,791iApproximate average salary by contribution assumption: employee only about $194,775 at 4% or $129,850 at 6%; with 50% employer match about $129,850 at 4% or $86,567 at 6%; with 100% employer match about $97,388 at 4% or $64,925 at 6%.
James a. Wells Inc., Ps 401K Plan-2$150,097$15,582$7,791iApproximate average salary by contribution assumption: employee only about $194,775 at 4% or $129,850 at 6%; with 50% employer match about $129,850 at 4% or $86,567 at 6%; with 100% employer match about $97,388 at 4% or $64,925 at 6%.
200512$112,986$105,231$52,616iApproximate average salary by contribution assumption: employee only about $1,315,388 at 4% or $876,925 at 6%; with 50% employer match about $876,925 at 4% or $584,617 at 6%; with 100% employer match about $657,694 at 4% or $438,463 at 6%.
James a. Wells Inc., Ps 401K Plan-2$112,986$105,231$52,616iApproximate average salary by contribution assumption: employee only about $1,315,388 at 4% or $876,925 at 6%; with 50% employer match about $876,925 at 4% or $584,617 at 6%; with 100% employer match about $657,694 at 4% or $438,463 at 6%.