Civic Intelligence

LIVING WELL GROUP, INC.

Plan context: LIVING WELL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 03-0358421 • Colchester, VT • 4 filings • 2 plans

261 Mountain View Dr Ste 401Colchester, VT 05446-8047
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$162,713

2024 Contributions

$5,180

Historical Graphs

Total Assets Over Time

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

$162,713$81,357$0202120232024YearValue
$162,713Latest year 2024

Participants Over Time

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

23120202120232024YearValue
11Latest 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
2024111$162,713$5,180$471iApproximate average salary by contribution assumption: employee only about $11,773 at 4% or $7,848 at 6%; with 50% employer match about $7,848 at 4% or $5,232 at 6%; with 100% employer match about $5,886 at 4% or $3,924 at 6%.
LIVING WELL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST-11$162,713$5,180$471iApproximate average salary by contribution assumption: employee only about $11,773 at 4% or $7,848 at 6%; with 50% employer match about $7,848 at 4% or $5,232 at 6%; with 100% employer match about $5,886 at 4% or $3,924 at 6%.
2023116$140,545$38,770$2,423iApproximate average salary by contribution assumption: employee only about $60,578 at 4% or $40,385 at 6%; with 50% employer match about $40,385 at 4% or $26,924 at 6%; with 100% employer match about $30,289 at 4% or $20,193 at 6%.
LIVING WELL GROUP 401(K) PLAN-16$140,545$38,770$2,423iApproximate average salary by contribution assumption: employee only about $60,578 at 4% or $40,385 at 6%; with 50% employer match about $40,385 at 4% or $26,924 at 6%; with 100% employer match about $30,289 at 4% or $20,193 at 6%.
2022121$99,481$59,268$2,822iApproximate average salary by contribution assumption: employee only about $70,557 at 4% or $47,038 at 6%; with 50% employer match about $47,038 at 4% or $31,359 at 6%; with 100% employer match about $35,279 at 4% or $23,519 at 6%.
LIVING WELL GROUP 401(K) PLAN-21$99,481$59,268$2,822iApproximate average salary by contribution assumption: employee only about $70,557 at 4% or $47,038 at 6%; with 50% employer match about $47,038 at 4% or $31,359 at 6%; with 100% employer match about $35,279 at 4% or $23,519 at 6%.
2021123$81,024$78,222$3,401iApproximate average salary by contribution assumption: employee only about $85,024 at 4% or $56,683 at 6%; with 50% employer match about $56,683 at 4% or $37,788 at 6%; with 100% employer match about $42,512 at 4% or $28,341 at 6%.
LIVING WELL GROUP 401(K) PLAN-23$81,024$78,222$3,401iApproximate average salary by contribution assumption: employee only about $85,024 at 4% or $56,683 at 6%; with 50% employer match about $56,683 at 4% or $37,788 at 6%; with 100% employer match about $42,512 at 4% or $28,341 at 6%.