Department of Labor filing
Spot something wrong?CHUCK WELLS AND ASSOCIATES, INC.
CHUCK WELLS AND ASSOCIATES, INC. SAVINGS PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Jun 25, 2026Verified current terms Not available
Plan summary
What matters most
This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions also rank above most comparable plans.
82Excellent plan health
high confidence
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
ity requirements, become eligible to make salary deferral contributions on the first day of the month following one calendar month of service.
The official filing does not support a reliable dollar example.
, he or she is entitled to distribution of his or her total vested account balance.
ontributions are subject to 3 -year cliff vesting.
eligible to make salary deferral contributions on the first day of the month following one calendar month of service
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.5% of assets
How the score works →What still needs verification
vesting, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributions85th percentileTypical peer $2,235 · based on 14,690 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $139 · based on 13,539 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero
The short version
What employees should know
For the year ended Dec 31, 2025, CHUCK WELLS AND ASSOCIATES, INC. reported $62,446 in employer contributions across this plan, or $6,245 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $62,446 $6,245 per active participant
- Participant contributions
- $167,236
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 27.2%
- Active participants
- 10 Small plan
- Total participants
- 10 10 at the beginning of the year
- Ending assets
- $5,210,452 $521,045 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $4,664,160
- Ending net assets
- $5,210,452
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $729,157
- Total expenses
- $182,865
- Administrative expenses
- $0 $0 per active participant
- Participant loans
- $26,495 0.5% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$6,245
2025
$0
2025
10
2025
$5,210,452
2025
0.5%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $6,245 | 10 | 5.2M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.5%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 840797359-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 1992
- Industry
- Wholesale trade
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025WELLS FARGO & COMPANY/MN — 11-K filed 2026-06-17 ↗
Official filing · details not yet checkedWhat it says about employer contributions
ity requirements, become eligible to make salary deferral contributions on the first day of the month following one calendar month of service. Employees may be eligible to receive employer matching contributions and base contributions, after completion of one year of vesting service and satisfaction of other eligibility requirements. (c) Contributions and Vesting Each year, eligible participants may make salary deferral contributions, subject to certain limitations, from 1 % to 50 % of their certified compensation, as defined in the Plan. Salary deferral contributions are eligible to be matched by the Company after one year of service. Participants age 50 or older can make catch‑up salary deferral contributions each year in accordance with limits set by the Internal Revenue Service (IRS).
What it says about vesting
h year in accordance with limits set by the Internal Revenue Service (IRS). Catch‑up contributions are generally not eligible for employer matching contributions. Participants are fully vested in their salary deferral contributions. Employer contributions consist of two components: matching contributions and base contributions. To be eligible to receive these contributions, a participant must be employed on December 15 of the plan year, with certain exceptions. Termination of employment on or after normal retirement age, disability, and death are the three exceptions to the December 15 employment rule to be eligible for employer match and base contributions. Matching contributions are equal to 100 % of salary deferral contributions up to 6 % of participant’s eligible certified compensation
What it says about fees
, he or she is entitled to distribution of his or her total vested account balance. The nonvested portion is forfeited and serves to reduce future employer contributions, pay Plan administrative expenses, or make corrective adjustments to participants’ accounts. Forfeitures used to offset employer contributions were $ 8,788,290 for the year ended December 31, 2025. The forfeiture account balance was $ 0 for both years ended December 31, 2025 and 2024. (g) Notes Receivable from Participants Two types of loans are available to participants under the Plan: general purpose and principal residence. General purpose loans may be obtained for periods of up to 5 years. Principal residence loans are available only to finance the purchase or construction of the participant’s principal residence and m
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260625121629NAL0008696465001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗