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Rancho Santa Fe Association

Plan context: Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A

EIN 95-1132930 • 24 filings • 4 plans

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Current Snapshot

Latest Year

2023

2023 Participants

134

2023 Assets

$8,250,306

2023 Contributions

$1,511,348

Historical Graphs

Total Assets Over Time

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

$8,250,306$4,125,153$0199920142023YearValue
$8,250,306Latest year 2023

Participants Over Time

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

134670199920122023YearValue
134Latest year 2023

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
20231134$8,250,306$1,511,348$11,279iApproximate average salary by contribution assumption: employee only about $281,968 at 4% or $187,979 at 6%; with 50% employer match about $187,979 at 4% or $125,319 at 6%; with 100% employer match about $140,984 at 4% or $93,989 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-134$8,250,306$1,511,348$11,279iApproximate average salary by contribution assumption: employee only about $281,968 at 4% or $187,979 at 6%; with 50% employer match about $187,979 at 4% or $125,319 at 6%; with 100% employer match about $140,984 at 4% or $93,989 at 6%.
20221131$6,739,638$1,226,796$9,365iApproximate average salary by contribution assumption: employee only about $234,121 at 4% or $156,081 at 6%; with 50% employer match about $156,081 at 4% or $104,054 at 6%; with 100% employer match about $117,061 at 4% or $78,040 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-131$6,739,638$1,226,796$9,365iApproximate average salary by contribution assumption: employee only about $234,121 at 4% or $156,081 at 6%; with 50% employer match about $156,081 at 4% or $104,054 at 6%; with 100% employer match about $117,061 at 4% or $78,040 at 6%.
20211106$6,121,909$939,591$8,864iApproximate average salary by contribution assumption: employee only about $221,602 at 4% or $147,734 at 6%; with 50% employer match about $147,734 at 4% or $98,490 at 6%; with 100% employer match about $110,801 at 4% or $73,867 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-106$6,121,909$939,591$8,864iApproximate average salary by contribution assumption: employee only about $221,602 at 4% or $147,734 at 6%; with 50% employer match about $147,734 at 4% or $98,490 at 6%; with 100% employer match about $110,801 at 4% or $73,867 at 6%.
20201110$6,902,628$849,696$7,725iApproximate average salary by contribution assumption: employee only about $193,113 at 4% or $128,742 at 6%; with 50% employer match about $128,742 at 4% or $85,828 at 6%; with 100% employer match about $96,556 at 4% or $64,371 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-110$6,902,628$849,696$7,725iApproximate average salary by contribution assumption: employee only about $193,113 at 4% or $128,742 at 6%; with 50% employer match about $128,742 at 4% or $85,828 at 6%; with 100% employer match about $96,556 at 4% or $64,371 at 6%.
20191103$6,447,975$621,166$6,031iApproximate average salary by contribution assumption: employee only about $150,768 at 4% or $100,512 at 6%; with 50% employer match about $100,512 at 4% or $67,008 at 6%; with 100% employer match about $75,384 at 4% or $50,256 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-103$6,447,975$621,166$6,031iApproximate average salary by contribution assumption: employee only about $150,768 at 4% or $100,512 at 6%; with 50% employer match about $100,512 at 4% or $67,008 at 6%; with 100% employer match about $75,384 at 4% or $50,256 at 6%.
2018192$6,565,331$650,160$7,067iApproximate average salary by contribution assumption: employee only about $176,674 at 4% or $117,783 at 6%; with 50% employer match about $117,783 at 4% or $78,522 at 6%; with 100% employer match about $88,337 at 4% or $58,891 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-92$6,565,331$650,160$7,067iApproximate average salary by contribution assumption: employee only about $176,674 at 4% or $117,783 at 6%; with 50% employer match about $117,783 at 4% or $78,522 at 6%; with 100% employer match about $88,337 at 4% or $58,891 at 6%.
2017198$6,628,277$616,927$6,295iApproximate average salary by contribution assumption: employee only about $157,379 at 4% or $104,920 at 6%; with 50% employer match about $104,920 at 4% or $69,946 at 6%; with 100% employer match about $78,690 at 4% or $52,460 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-98$6,628,277$616,927$6,295iApproximate average salary by contribution assumption: employee only about $157,379 at 4% or $104,920 at 6%; with 50% employer match about $104,920 at 4% or $69,946 at 6%; with 100% employer match about $78,690 at 4% or $52,460 at 6%.
20161120$7,257,756$632,880$5,274iApproximate average salary by contribution assumption: employee only about $131,850 at 4% or $87,900 at 6%; with 50% employer match about $87,900 at 4% or $58,600 at 6%; with 100% employer match about $65,925 at 4% or $43,950 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-120$7,257,756$632,880$5,274iApproximate average salary by contribution assumption: employee only about $131,850 at 4% or $87,900 at 6%; with 50% employer match about $87,900 at 4% or $58,600 at 6%; with 100% employer match about $65,925 at 4% or $43,950 at 6%.
20151109$6,736,858$630,873$5,788iApproximate average salary by contribution assumption: employee only about $144,696 at 4% or $96,464 at 6%; with 50% employer match about $96,464 at 4% or $64,309 at 6%; with 100% employer match about $72,348 at 4% or $48,232 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-109$6,736,858$630,873$5,788iApproximate average salary by contribution assumption: employee only about $144,696 at 4% or $96,464 at 6%; with 50% employer match about $96,464 at 4% or $64,309 at 6%; with 100% employer match about $72,348 at 4% or $48,232 at 6%.
20141103$6,920,127$846,082$8,214iApproximate average salary by contribution assumption: employee only about $205,360 at 4% or $136,906 at 6%; with 50% employer match about $136,906 at 4% or $91,271 at 6%; with 100% employer match about $102,680 at 4% or $68,453 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-103$6,920,127$846,082$8,214iApproximate average salary by contribution assumption: employee only about $205,360 at 4% or $136,906 at 6%; with 50% employer match about $136,906 at 4% or $91,271 at 6%; with 100% employer match about $102,680 at 4% or $68,453 at 6%.
20131105$7,985,698$838,414$7,985iApproximate average salary by contribution assumption: employee only about $199,622 at 4% or $133,082 at 6%; with 50% employer match about $133,082 at 4% or $88,721 at 6%; with 100% employer match about $99,811 at 4% or $66,541 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-105$7,985,698$838,414$7,985iApproximate average salary by contribution assumption: employee only about $199,622 at 4% or $133,082 at 6%; with 50% employer match about $133,082 at 4% or $88,721 at 6%; with 100% employer match about $99,811 at 4% or $66,541 at 6%.
20121101$6,575,808$668,894$6,623iApproximate average salary by contribution assumption: employee only about $165,568 at 4% or $110,379 at 6%; with 50% employer match about $110,379 at 4% or $73,586 at 6%; with 100% employer match about $82,784 at 4% or $55,189 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-101$6,575,808$668,894$6,623iApproximate average salary by contribution assumption: employee only about $165,568 at 4% or $110,379 at 6%; with 50% employer match about $110,379 at 4% or $73,586 at 6%; with 100% employer match about $82,784 at 4% or $55,189 at 6%.
20111109$6,042,714$766,064$7,028iApproximate average salary by contribution assumption: employee only about $175,703 at 4% or $117,135 at 6%; with 50% employer match about $117,135 at 4% or $78,090 at 6%; with 100% employer match about $87,851 at 4% or $58,568 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-109$6,042,714$766,064$7,028iApproximate average salary by contribution assumption: employee only about $175,703 at 4% or $117,135 at 6%; with 50% employer match about $117,135 at 4% or $78,090 at 6%; with 100% employer match about $87,851 at 4% or $58,568 at 6%.
20101109$6,191,680$742,457$6,812iApproximate average salary by contribution assumption: employee only about $170,288 at 4% or $113,526 at 6%; with 50% employer match about $113,526 at 4% or $75,684 at 6%; with 100% employer match about $85,144 at 4% or $56,763 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-109$6,191,680$742,457$6,812iApproximate average salary by contribution assumption: employee only about $170,288 at 4% or $113,526 at 6%; with 50% employer match about $113,526 at 4% or $75,684 at 6%; with 100% employer match about $85,144 at 4% or $56,763 at 6%.
20091110$4,992,722$711,210$6,466iApproximate average salary by contribution assumption: employee only about $161,639 at 4% or $107,759 at 6%; with 50% employer match about $107,759 at 4% or $71,839 at 6%; with 100% employer match about $80,819 at 4% or $53,880 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-110$4,992,722$711,210$6,466iApproximate average salary by contribution assumption: employee only about $161,639 at 4% or $107,759 at 6%; with 50% employer match about $107,759 at 4% or $71,839 at 6%; with 100% employer match about $80,819 at 4% or $53,880 at 6%.
20071105$0$0-
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-105---
2006196$0$0-
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-96---
2005196$3,687,359$646,198$6,731iApproximate average salary by contribution assumption: employee only about $168,281 at 4% or $112,187 at 6%; with 50% employer match about $112,187 at 4% or $74,791 at 6%; with 100% employer match about $84,140 at 4% or $56,094 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-96$3,687,359$646,198$6,731iApproximate average salary by contribution assumption: employee only about $168,281 at 4% or $112,187 at 6%; with 50% employer match about $112,187 at 4% or $74,791 at 6%; with 100% employer match about $84,140 at 4% or $56,094 at 6%.
2004198$2,965,486$572,948$5,846iApproximate average salary by contribution assumption: employee only about $146,160 at 4% or $97,440 at 6%; with 50% employer match about $97,440 at 4% or $64,960 at 6%; with 100% employer match about $73,080 at 4% or $48,720 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-98$2,965,486$572,948$5,846iApproximate average salary by contribution assumption: employee only about $146,160 at 4% or $97,440 at 6%; with 50% employer match about $97,440 at 4% or $64,960 at 6%; with 100% employer match about $73,080 at 4% or $48,720 at 6%.
2003189$2,368,823$525,562$5,905iApproximate average salary by contribution assumption: employee only about $147,630 at 4% or $98,420 at 6%; with 50% employer match about $98,420 at 4% or $65,613 at 6%; with 100% employer match about $73,815 at 4% or $49,210 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-89$2,368,823$525,562$5,905iApproximate average salary by contribution assumption: employee only about $147,630 at 4% or $98,420 at 6%; with 50% employer match about $98,420 at 4% or $65,613 at 6%; with 100% employer match about $73,815 at 4% or $49,210 at 6%.
2002193$0$0-
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-93---
2001186$0$0-
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-86---
2000189$0$0-
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-89---
1999194$738,973$179,452$1,909iApproximate average salary by contribution assumption: employee only about $47,727 at 4% or $31,818 at 6%; with 50% employer match about $31,818 at 4% or $21,212 at 6%; with 100% employer match about $23,863 at 4% or $15,909 at 6%.
Wells Fargo Bank Qualified Retirement Plan IRS Serial Number D247822A-94$738,973$179,452$1,909iApproximate average salary by contribution assumption: employee only about $47,727 at 4% or $31,818 at 6%; with 50% employer match about $31,818 at 4% or $21,212 at 6%; with 100% employer match about $23,863 at 4% or $15,909 at 6%.