Civic Intelligence

Wellman & Warren LLP

Plan context: Wellman & Warren LLP 401K Profit Sharing Plan

EIN 95-3856695 • Laguna Hills, CA • 22 filings • 3 plans

24411 Ridge Route Suite 200Laguna Hills, CA 92653
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,260,700

2024 Contributions

$146,508

Historical Graphs

Total Assets Over Time

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

$4,260,700$2,130,350$0199920152024YearValue
$4,260,700Latest year 2024

Participants Over Time

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

1160199920142024YearValue
10Latest year 2024

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
2024110$4,260,700$146,508$14,651iApproximate average salary by contribution assumption: employee only about $366,270 at 4% or $244,180 at 6%; with 50% employer match about $244,180 at 4% or $162,787 at 6%; with 100% employer match about $183,135 at 4% or $122,090 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-10$4,260,700$146,508$14,651iApproximate average salary by contribution assumption: employee only about $366,270 at 4% or $244,180 at 6%; with 50% employer match about $244,180 at 4% or $162,787 at 6%; with 100% employer match about $183,135 at 4% or $122,090 at 6%.
2023110$3,654,924$159,883$15,988iApproximate average salary by contribution assumption: employee only about $399,708 at 4% or $266,472 at 6%; with 50% employer match about $266,472 at 4% or $177,648 at 6%; with 100% employer match about $199,854 at 4% or $133,236 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-10$3,654,924$159,883$15,988iApproximate average salary by contribution assumption: employee only about $399,708 at 4% or $266,472 at 6%; with 50% employer match about $266,472 at 4% or $177,648 at 6%; with 100% employer match about $199,854 at 4% or $133,236 at 6%.
2022110$2,952,058$155,023$15,502iApproximate average salary by contribution assumption: employee only about $387,558 at 4% or $258,372 at 6%; with 50% employer match about $258,372 at 4% or $172,248 at 6%; with 100% employer match about $193,779 at 4% or $129,186 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-10$2,952,058$155,023$15,502iApproximate average salary by contribution assumption: employee only about $387,558 at 4% or $258,372 at 6%; with 50% employer match about $258,372 at 4% or $172,248 at 6%; with 100% employer match about $193,779 at 4% or $129,186 at 6%.
2021111$3,427,976$174,375$15,852iApproximate average salary by contribution assumption: employee only about $396,307 at 4% or $264,205 at 6%; with 50% employer match about $264,205 at 4% or $176,136 at 6%; with 100% employer match about $198,153 at 4% or $132,102 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-11$3,427,976$174,375$15,852iApproximate average salary by contribution assumption: employee only about $396,307 at 4% or $264,205 at 6%; with 50% employer match about $264,205 at 4% or $176,136 at 6%; with 100% employer match about $198,153 at 4% or $132,102 at 6%.
2020111$2,846,333$162,393$14,763iApproximate average salary by contribution assumption: employee only about $369,075 at 4% or $246,050 at 6%; with 50% employer match about $246,050 at 4% or $164,033 at 6%; with 100% employer match about $184,538 at 4% or $123,025 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-11$2,846,333$162,393$14,763iApproximate average salary by contribution assumption: employee only about $369,075 at 4% or $246,050 at 6%; with 50% employer match about $246,050 at 4% or $164,033 at 6%; with 100% employer match about $184,538 at 4% or $123,025 at 6%.
2019110$2,270,648$161,464$16,146iApproximate average salary by contribution assumption: employee only about $403,660 at 4% or $269,107 at 6%; with 50% employer match about $269,107 at 4% or $179,404 at 6%; with 100% employer match about $201,830 at 4% or $134,553 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-10$2,270,648$161,464$16,146iApproximate average salary by contribution assumption: employee only about $403,660 at 4% or $269,107 at 6%; with 50% employer match about $269,107 at 4% or $179,404 at 6%; with 100% employer match about $201,830 at 4% or $134,553 at 6%.
201817$1,719,825$156,237$22,320iApproximate average salary by contribution assumption: employee only about $557,989 at 4% or $371,993 at 6%; with 50% employer match about $371,993 at 4% or $247,995 at 6%; with 100% employer match about $278,995 at 4% or $185,996 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-7$1,719,825$156,237$22,320iApproximate average salary by contribution assumption: employee only about $557,989 at 4% or $371,993 at 6%; with 50% employer match about $371,993 at 4% or $247,995 at 6%; with 100% employer match about $278,995 at 4% or $185,996 at 6%.
201718$1,662,461$162,741$20,343iApproximate average salary by contribution assumption: employee only about $508,566 at 4% or $339,044 at 6%; with 50% employer match about $339,044 at 4% or $226,029 at 6%; with 100% employer match about $254,283 at 4% or $169,522 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-8$1,662,461$162,741$20,343iApproximate average salary by contribution assumption: employee only about $508,566 at 4% or $339,044 at 6%; with 50% employer match about $339,044 at 4% or $226,029 at 6%; with 100% employer match about $254,283 at 4% or $169,522 at 6%.
201617$1,253,330$155,250$22,179iApproximate average salary by contribution assumption: employee only about $554,464 at 4% or $369,643 at 6%; with 50% employer match about $369,643 at 4% or $246,429 at 6%; with 100% employer match about $277,232 at 4% or $184,821 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-7$1,253,330$155,250$22,179iApproximate average salary by contribution assumption: employee only about $554,464 at 4% or $369,643 at 6%; with 50% employer match about $369,643 at 4% or $246,429 at 6%; with 100% employer match about $277,232 at 4% or $184,821 at 6%.
201519$1,179,439$135,640$15,071iApproximate average salary by contribution assumption: employee only about $376,778 at 4% or $251,185 at 6%; with 50% employer match about $251,185 at 4% or $167,457 at 6%; with 100% employer match about $188,389 at 4% or $125,593 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-9$1,179,439$135,640$15,071iApproximate average salary by contribution assumption: employee only about $376,778 at 4% or $251,185 at 6%; with 50% employer match about $251,185 at 4% or $167,457 at 6%; with 100% employer match about $188,389 at 4% or $125,593 at 6%.
201418$1,370,902$130,071$16,259iApproximate average salary by contribution assumption: employee only about $406,472 at 4% or $270,981 at 6%; with 50% employer match about $270,981 at 4% or $180,654 at 6%; with 100% employer match about $203,236 at 4% or $135,491 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-8$1,370,902$130,071$16,259iApproximate average salary by contribution assumption: employee only about $406,472 at 4% or $270,981 at 6%; with 50% employer match about $270,981 at 4% or $180,654 at 6%; with 100% employer match about $203,236 at 4% or $135,491 at 6%.
201318$1,161,166$91,653$11,457iApproximate average salary by contribution assumption: employee only about $286,416 at 4% or $190,944 at 6%; with 50% employer match about $190,944 at 4% or $127,296 at 6%; with 100% employer match about $143,208 at 4% or $95,472 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-8$1,161,166$91,653$11,457iApproximate average salary by contribution assumption: employee only about $286,416 at 4% or $190,944 at 6%; with 50% employer match about $190,944 at 4% or $127,296 at 6%; with 100% employer match about $143,208 at 4% or $95,472 at 6%.
201219$883,777$51,744$5,749iApproximate average salary by contribution assumption: employee only about $143,733 at 4% or $95,822 at 6%; with 50% employer match about $95,822 at 4% or $63,881 at 6%; with 100% employer match about $71,867 at 4% or $47,911 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-9$883,777$51,744$5,749iApproximate average salary by contribution assumption: employee only about $143,733 at 4% or $95,822 at 6%; with 50% employer match about $95,822 at 4% or $63,881 at 6%; with 100% employer match about $71,867 at 4% or $47,911 at 6%.
201118$810,966$128,608$16,076iApproximate average salary by contribution assumption: employee only about $401,900 at 4% or $267,933 at 6%; with 50% employer match about $267,933 at 4% or $178,622 at 6%; with 100% employer match about $200,950 at 4% or $133,967 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-8$810,966$128,608$16,076iApproximate average salary by contribution assumption: employee only about $401,900 at 4% or $267,933 at 6%; with 50% employer match about $267,933 at 4% or $178,622 at 6%; with 100% employer match about $200,950 at 4% or $133,967 at 6%.
201019$769,812$117,711$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-9$769,812$117,711$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
200918$584,216$98,205$12,276iApproximate average salary by contribution assumption: employee only about $306,891 at 4% or $204,594 at 6%; with 50% employer match about $204,594 at 4% or $136,396 at 6%; with 100% employer match about $153,445 at 4% or $102,297 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-8$584,216$98,205$12,276iApproximate average salary by contribution assumption: employee only about $306,891 at 4% or $204,594 at 6%; with 50% employer match about $204,594 at 4% or $136,396 at 6%; with 100% employer match about $153,445 at 4% or $102,297 at 6%.
200817$368,717$118,890$16,984iApproximate average salary by contribution assumption: employee only about $424,607 at 4% or $283,071 at 6%; with 50% employer match about $283,071 at 4% or $188,714 at 6%; with 100% employer match about $212,304 at 4% or $141,536 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-7$368,717$118,890$16,984iApproximate average salary by contribution assumption: employee only about $424,607 at 4% or $283,071 at 6%; with 50% employer match about $283,071 at 4% or $188,714 at 6%; with 100% employer match about $212,304 at 4% or $141,536 at 6%.
200717$0$0-
Wellman & Warren LLP 401K Profit Sharing Plan-7---
200617$199,275$184,503$26,358iApproximate average salary by contribution assumption: employee only about $658,939 at 4% or $439,293 at 6%; with 50% employer match about $439,293 at 4% or $292,862 at 6%; with 100% employer match about $329,470 at 4% or $219,646 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-7$199,275$184,503$26,358iApproximate average salary by contribution assumption: employee only about $658,939 at 4% or $439,293 at 6%; with 50% employer match about $439,293 at 4% or $292,862 at 6%; with 100% employer match about $329,470 at 4% or $219,646 at 6%.
200110$0$0-
Wellman & Warren LLP 401K Profit Sharing Plan-0---
200015$103,968$0-
Wellman & Warren LLP 401K Profit Sharing Plan-5$103,968--
199915$112,980$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Wellman & Warren LLP 401K Profit Sharing Plan-5$112,980$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.