Civic Intelligence

Stephen R. Wells, M.D., a PC.

Plan context: Stephen R. Wells, M.D., a PC. Defined Benefit Plan

EIN 94-3387345 • Walnut Creek, CA • 20 filings • 4 plans

110 Tampico, Ste 220Walnut Creek, CA 94598
Current Snapshot

Latest Year

2016

2016 Participants

11

2016 Assets

$560,947

2016 Contributions

$290,050

Historical Graphs

Total Assets Over Time

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

$1,826,699$913,350$0200120082015YearValue
$560,947Latest year 2015

Participants Over Time

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

1160200120082015YearValue
11Latest year 2015

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
201610$0$0-
Stephen R. Wells, M.D., a PC. Defined Benefit Plan-0$0$0-
2015111$560,947$0-
Stephen R. Wells, M.D., a PC. Defined Benefit Plan-11$560,947$0-
2014111$566,986$0-
Stephen R. Wells, M.D., a PC. Defined Benefit Plan-11$566,986$0-
2013210$537,908$0-
Stephen R. Wells, M.D., a PC. Defined Benefit Plan-10$537,908$0-
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-0$0$0-
2012210$1,826,699$290,050$29,005iApproximate average salary by contribution assumption: employee only about $725,125 at 4% or $483,417 at 6%; with 50% employer match about $483,417 at 4% or $322,278 at 6%; with 100% employer match about $362,563 at 4% or $241,708 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-10$1,351,454$68,050$6,805iApproximate average salary by contribution assumption: employee only about $170,125 at 4% or $113,417 at 6%; with 50% employer match about $113,417 at 4% or $75,611 at 6%; with 100% employer match about $85,063 at 4% or $56,708 at 6%.
Stephen R. Wells, M.D., a PC. Defined Benefit Plan-10$475,245$222,000$22,200iApproximate average salary by contribution assumption: employee only about $555,000 at 4% or $370,000 at 6%; with 50% employer match about $370,000 at 4% or $246,667 at 6%; with 100% employer match about $277,500 at 4% or $185,000 at 6%.
201129$1,373,499$202,707$22,523iApproximate average salary by contribution assumption: employee only about $563,075 at 4% or $375,383 at 6%; with 50% employer match about $375,383 at 4% or $250,256 at 6%; with 100% employer match about $281,538 at 4% or $187,692 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-9$1,146,837$58,707$6,523iApproximate average salary by contribution assumption: employee only about $163,075 at 4% or $108,717 at 6%; with 50% employer match about $108,717 at 4% or $72,478 at 6%; with 100% employer match about $81,538 at 4% or $54,358 at 6%.
Stephen R. Wells, M.D., a PC. Defined Benefit Plan-9$226,662$144,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201029$1,251,771$138,994$15,444iApproximate average salary by contribution assumption: employee only about $386,094 at 4% or $257,396 at 6%; with 50% employer match about $257,396 at 4% or $171,598 at 6%; with 100% employer match about $193,047 at 4% or $128,698 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-9$1,166,600$53,823$5,980iApproximate average salary by contribution assumption: employee only about $149,508 at 4% or $99,672 at 6%; with 50% employer match about $99,672 at 4% or $66,448 at 6%; with 100% employer match about $74,754 at 4% or $49,836 at 6%.
Stephen R. Wells, M.D., a PC. Defined Benefit Plan-8$85,171$85,171$10,646iApproximate average salary by contribution assumption: employee only about $266,159 at 4% or $177,440 at 6%; with 50% employer match about $177,440 at 4% or $118,293 at 6%; with 100% employer match about $133,080 at 4% or $88,720 at 6%.
200917$1,001,988$92,764$13,252iApproximate average salary by contribution assumption: employee only about $331,300 at 4% or $220,867 at 6%; with 50% employer match about $220,867 at 4% or $147,244 at 6%; with 100% employer match about $165,650 at 4% or $110,433 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-7$1,001,988$92,764$13,252iApproximate average salary by contribution assumption: employee only about $331,300 at 4% or $220,867 at 6%; with 50% employer match about $220,867 at 4% or $147,244 at 6%; with 100% employer match about $165,650 at 4% or $110,433 at 6%.
200816$721,016$94,370$15,728iApproximate average salary by contribution assumption: employee only about $393,208 at 4% or $262,139 at 6%; with 50% employer match about $262,139 at 4% or $174,759 at 6%; with 100% employer match about $196,604 at 4% or $131,069 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-6$721,016$94,370$15,728iApproximate average salary by contribution assumption: employee only about $393,208 at 4% or $262,139 at 6%; with 50% employer match about $262,139 at 4% or $174,759 at 6%; with 100% employer match about $196,604 at 4% or $131,069 at 6%.
200717$949,656$95,233$13,605iApproximate average salary by contribution assumption: employee only about $340,118 at 4% or $226,745 at 6%; with 50% employer match about $226,745 at 4% or $151,163 at 6%; with 100% employer match about $170,059 at 4% or $113,373 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-7$949,656$95,233$13,605iApproximate average salary by contribution assumption: employee only about $340,118 at 4% or $226,745 at 6%; with 50% employer match about $226,745 at 4% or $151,163 at 6%; with 100% employer match about $170,059 at 4% or $113,373 at 6%.
200617$846,097$96,007$13,715iApproximate average salary by contribution assumption: employee only about $342,882 at 4% or $228,588 at 6%; with 50% employer match about $228,588 at 4% or $152,392 at 6%; with 100% employer match about $171,441 at 4% or $114,294 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-7$846,097$96,007$13,715iApproximate average salary by contribution assumption: employee only about $342,882 at 4% or $228,588 at 6%; with 50% employer match about $228,588 at 4% or $152,392 at 6%; with 100% employer match about $171,441 at 4% or $114,294 at 6%.
200517$628,266$88,923$12,703iApproximate average salary by contribution assumption: employee only about $317,582 at 4% or $211,721 at 6%; with 50% employer match about $211,721 at 4% or $141,148 at 6%; with 100% employer match about $158,791 at 4% or $105,861 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-7$628,266$88,923$12,703iApproximate average salary by contribution assumption: employee only about $317,582 at 4% or $211,721 at 6%; with 50% employer match about $211,721 at 4% or $141,148 at 6%; with 100% employer match about $158,791 at 4% or $105,861 at 6%.
200417$502,211$80,404$11,486iApproximate average salary by contribution assumption: employee only about $287,157 at 4% or $191,438 at 6%; with 50% employer match about $191,438 at 4% or $127,625 at 6%; with 100% employer match about $143,579 at 4% or $95,719 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-7$502,211$80,404$11,486iApproximate average salary by contribution assumption: employee only about $287,157 at 4% or $191,438 at 6%; with 50% employer match about $191,438 at 4% or $127,625 at 6%; with 100% employer match about $143,579 at 4% or $95,719 at 6%.
200315$369,442$82,902$16,580iApproximate average salary by contribution assumption: employee only about $414,510 at 4% or $276,340 at 6%; with 50% employer match about $276,340 at 4% or $184,227 at 6%; with 100% employer match about $207,255 at 4% or $138,170 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-5$369,442$82,902$16,580iApproximate average salary by contribution assumption: employee only about $414,510 at 4% or $276,340 at 6%; with 50% employer match about $276,340 at 4% or $184,227 at 6%; with 100% employer match about $207,255 at 4% or $138,170 at 6%.
200215$223,594$69,529$13,906iApproximate average salary by contribution assumption: employee only about $347,645 at 4% or $231,763 at 6%; with 50% employer match about $231,763 at 4% or $154,509 at 6%; with 100% employer match about $173,823 at 4% or $115,882 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-5$223,594$69,529$13,906iApproximate average salary by contribution assumption: employee only about $347,645 at 4% or $231,763 at 6%; with 50% employer match about $231,763 at 4% or $154,509 at 6%; with 100% employer match about $173,823 at 4% or $115,882 at 6%.
200115$191,094$28,766$5,753iApproximate average salary by contribution assumption: employee only about $143,830 at 4% or $95,887 at 6%; with 50% employer match about $95,887 at 4% or $63,924 at 6%; with 100% employer match about $71,915 at 4% or $47,943 at 6%.
Stephen R. Wells, M.D., a PC. Profit Sharing 401K Plan-5$191,094$28,766$5,753iApproximate average salary by contribution assumption: employee only about $143,830 at 4% or $95,887 at 6%; with 50% employer match about $95,887 at 4% or $63,924 at 6%; with 100% employer match about $71,915 at 4% or $47,943 at 6%.