How big is Wells & McElwee, P.C.'s plan?

Wells & McElwee, P.C.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20251013101637NAL0001090961001

Wells & McElwee, P.C.

Name: Wells & McElwee, P.C. — Wells & McElwee 401(k), Form 5500 (2024)
Creator: Wells & McElwee, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells & McElwee 401(k) Profit Sharing Plan

401(k) retirement plan · Wells & McElwee, P.C.'s Wells & McElwee 401(k) Profit Sharing Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Donald T Wells Jr. signed Wells & McElwee, P.C.'s 2024 Form 5500 as plan administrator.

Donald T Wells Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wells & McElwee, P.C.'s EIN is 58-2502978.

EIN 58-2502978

Plan number 001

Plan year 2024

ACK ID 20251013101637NAL0001090961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wells & McElwee, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wells & McElwee, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLS & MCELWEE, P.C..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WELLS & MCELWEE, P.C.

EIN

all filings

Address

P.O. BOX 1232 · ATHENS, GA · 30603

Phone

(706) 543-8596

Industry

Law Offices· Professional & Technical Services

Plan administrator