Civic Intelligence

Joseph S. Wells, Dpm

Plan context: Joseph S. Wells, Dpm 401(K) Profit Sharing Plan

EIN 95-3236432 • Murrieta, CA • 17 filings • 3 plans

24640 Jefferson Avenue, #109Murrieta, CA 92562
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$2,869,472

2021 Contributions

$9,641

Historical Graphs

Total Assets Over Time

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

$2,869,472$1,434,736$0200620152021YearValue
$2,869,472Latest year 2021

Participants Over Time

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

950200620142021YearValue
9Latest year 2021

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
202129$2,869,472$9,641$1,071iApproximate average salary by contribution assumption: employee only about $26,781 at 4% or $17,854 at 6%; with 50% employer match about $17,854 at 4% or $11,902 at 6%; with 100% employer match about $13,390 at 4% or $8,927 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-9$2,869,472$9,641$1,071iApproximate average salary by contribution assumption: employee only about $26,781 at 4% or $17,854 at 6%; with 50% employer match about $17,854 at 4% or $11,902 at 6%; with 100% employer match about $13,390 at 4% or $8,927 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-0$0$0-
202019$2,642,525$82,316$9,146iApproximate average salary by contribution assumption: employee only about $228,656 at 4% or $152,437 at 6%; with 50% employer match about $152,437 at 4% or $101,625 at 6%; with 100% employer match about $114,328 at 4% or $76,219 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-9$2,642,525$82,316$9,146iApproximate average salary by contribution assumption: employee only about $228,656 at 4% or $152,437 at 6%; with 50% employer match about $152,437 at 4% or $101,625 at 6%; with 100% employer match about $114,328 at 4% or $76,219 at 6%.
201918$2,305,133$79,428$9,929iApproximate average salary by contribution assumption: employee only about $248,213 at 4% or $165,475 at 6%; with 50% employer match about $165,475 at 4% or $110,317 at 6%; with 100% employer match about $124,106 at 4% or $82,738 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-8$2,305,133$79,428$9,929iApproximate average salary by contribution assumption: employee only about $248,213 at 4% or $165,475 at 6%; with 50% employer match about $165,475 at 4% or $110,317 at 6%; with 100% employer match about $124,106 at 4% or $82,738 at 6%.
201818$1,886,412$75,192$9,399iApproximate average salary by contribution assumption: employee only about $234,975 at 4% or $156,650 at 6%; with 50% employer match about $156,650 at 4% or $104,433 at 6%; with 100% employer match about $117,488 at 4% or $78,325 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-8$1,886,412$75,192$9,399iApproximate average salary by contribution assumption: employee only about $234,975 at 4% or $156,650 at 6%; with 50% employer match about $156,650 at 4% or $104,433 at 6%; with 100% employer match about $117,488 at 4% or $78,325 at 6%.
201718$1,911,967$67,735$8,467iApproximate average salary by contribution assumption: employee only about $211,672 at 4% or $141,115 at 6%; with 50% employer match about $141,115 at 4% or $94,076 at 6%; with 100% employer match about $105,836 at 4% or $70,557 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-8$1,911,967$67,735$8,467iApproximate average salary by contribution assumption: employee only about $211,672 at 4% or $141,115 at 6%; with 50% employer match about $141,115 at 4% or $94,076 at 6%; with 100% employer match about $105,836 at 4% or $70,557 at 6%.
201618$1,613,207$73,893$9,237iApproximate average salary by contribution assumption: employee only about $230,916 at 4% or $153,944 at 6%; with 50% employer match about $153,944 at 4% or $102,629 at 6%; with 100% employer match about $115,458 at 4% or $76,972 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-8$1,613,207$73,893$9,237iApproximate average salary by contribution assumption: employee only about $230,916 at 4% or $153,944 at 6%; with 50% employer match about $153,944 at 4% or $102,629 at 6%; with 100% employer match about $115,458 at 4% or $76,972 at 6%.
201514$1,436,436$65,142$16,286iApproximate average salary by contribution assumption: employee only about $407,138 at 4% or $271,425 at 6%; with 50% employer match about $271,425 at 4% or $180,950 at 6%; with 100% employer match about $203,569 at 4% or $135,713 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-4$1,436,436$65,142$16,286iApproximate average salary by contribution assumption: employee only about $407,138 at 4% or $271,425 at 6%; with 50% employer match about $271,425 at 4% or $180,950 at 6%; with 100% employer match about $203,569 at 4% or $135,713 at 6%.
201414$1,382,699$59,344$14,836iApproximate average salary by contribution assumption: employee only about $370,900 at 4% or $247,267 at 6%; with 50% employer match about $247,267 at 4% or $164,844 at 6%; with 100% employer match about $185,450 at 4% or $123,633 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-4$1,382,699$59,344$14,836iApproximate average salary by contribution assumption: employee only about $370,900 at 4% or $247,267 at 6%; with 50% employer match about $247,267 at 4% or $164,844 at 6%; with 100% employer match about $185,450 at 4% or $123,633 at 6%.
201314$1,241,777$54,285$13,571iApproximate average salary by contribution assumption: employee only about $339,281 at 4% or $226,188 at 6%; with 50% employer match about $226,188 at 4% or $150,792 at 6%; with 100% employer match about $169,641 at 4% or $113,094 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-4$1,241,777$54,285$13,571iApproximate average salary by contribution assumption: employee only about $339,281 at 4% or $226,188 at 6%; with 50% employer match about $226,188 at 4% or $150,792 at 6%; with 100% employer match about $169,641 at 4% or $113,094 at 6%.
201214$1,029,116$54,489$13,622iApproximate average salary by contribution assumption: employee only about $340,556 at 4% or $227,038 at 6%; with 50% employer match about $227,038 at 4% or $151,358 at 6%; with 100% employer match about $170,278 at 4% or $113,519 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-4$1,029,116$54,489$13,622iApproximate average salary by contribution assumption: employee only about $340,556 at 4% or $227,038 at 6%; with 50% employer match about $227,038 at 4% or $151,358 at 6%; with 100% employer match about $170,278 at 4% or $113,519 at 6%.
201114$871,543$39,381$9,845iApproximate average salary by contribution assumption: employee only about $246,131 at 4% or $164,088 at 6%; with 50% employer match about $164,088 at 4% or $109,392 at 6%; with 100% employer match about $123,066 at 4% or $82,044 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-4$871,543$39,381$9,845iApproximate average salary by contribution assumption: employee only about $246,131 at 4% or $164,088 at 6%; with 50% employer match about $164,088 at 4% or $109,392 at 6%; with 100% employer match about $123,066 at 4% or $82,044 at 6%.
201013$815,139$28,956$9,652iApproximate average salary by contribution assumption: employee only about $241,300 at 4% or $160,867 at 6%; with 50% employer match about $160,867 at 4% or $107,244 at 6%; with 100% employer match about $120,650 at 4% or $80,433 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-3$815,139$28,956$9,652iApproximate average salary by contribution assumption: employee only about $241,300 at 4% or $160,867 at 6%; with 50% employer match about $160,867 at 4% or $107,244 at 6%; with 100% employer match about $120,650 at 4% or $80,433 at 6%.
200913$718,598$34,151$11,384iApproximate average salary by contribution assumption: employee only about $284,592 at 4% or $189,728 at 6%; with 50% employer match about $189,728 at 4% or $126,485 at 6%; with 100% employer match about $142,296 at 4% or $94,864 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-3$718,598$34,151$11,384iApproximate average salary by contribution assumption: employee only about $284,592 at 4% or $189,728 at 6%; with 50% employer match about $189,728 at 4% or $126,485 at 6%; with 100% employer match about $142,296 at 4% or $94,864 at 6%.
200814$0$0-
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-4---
200714$0$0-
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-4---
200613$62,696$62,696$20,899iApproximate average salary by contribution assumption: employee only about $522,467 at 4% or $348,311 at 6%; with 50% employer match about $348,311 at 4% or $232,207 at 6%; with 100% employer match about $261,233 at 4% or $174,156 at 6%.
Joseph S. Wells, Dpm 401(K) Profit Sharing Plan-3$62,696$62,696$20,899iApproximate average salary by contribution assumption: employee only about $522,467 at 4% or $348,311 at 6%; with 50% employer match about $348,311 at 4% or $232,207 at 6%; with 100% employer match about $261,233 at 4% or $174,156 at 6%.