Wellmore Inc.
Plan context: WELLMORE, INC. ERISA 403(B) PLAN
EIN 06-0669107 • Waterbury, CT • 56 filings • 16 plans
Current Snapshot
Latest Year
2024
2024 Participants
181
2024 Assets
$1,491,176
2024 Contributions
$220,014
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 181 | $1,491,176 | $220,014 | $1,216iApproximate average salary by contribution assumption: employee only about $30,389 at 4% or $20,259 at 6%; with 50% employer match about $20,259 at 4% or $13,506 at 6%; with 100% employer match about $15,194 at 4% or $10,130 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 8 | $1,491,176 | $220,014 | $27,502iApproximate average salary by contribution assumption: employee only about $687,544 at 4% or $458,363 at 6%; with 50% employer match about $458,363 at 4% or $305,575 at 6%; with 100% employer match about $343,772 at 4% or $229,181 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 181 | - | - | - |
| 2023 | 3 | 279 | $10,598,349 | $1,148,142 | $4,115iApproximate average salary by contribution assumption: employee only about $102,880 at 4% or $68,587 at 6%; with 50% employer match about $68,587 at 4% or $45,724 at 6%; with 100% employer match about $51,440 at 4% or $34,293 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 279 | $9,473,555 | $934,017 | $3,348iApproximate average salary by contribution assumption: employee only about $83,693 at 4% or $55,796 at 6%; with 50% employer match about $55,796 at 4% or $37,197 at 6%; with 100% employer match about $41,847 at 4% or $27,898 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 7 | $1,124,794 | $214,125 | $30,589iApproximate average salary by contribution assumption: employee only about $764,732 at 4% or $509,821 at 6%; with 50% employer match about $509,821 at 4% or $339,881 at 6%; with 100% employer match about $382,366 at 4% or $254,911 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 151 | - | - | - |
| 2022 | 3 | 232 | $9,278,128 | $902,605 | $3,891iApproximate average salary by contribution assumption: employee only about $97,263 at 4% or $64,842 at 6%; with 50% employer match about $64,842 at 4% or $43,228 at 6%; with 100% employer match about $48,632 at 4% or $32,421 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 232 | $8,464,256 | $762,150 | $3,285iApproximate average salary by contribution assumption: employee only about $82,128 at 4% or $54,752 at 6%; with 50% employer match about $54,752 at 4% or $36,501 at 6%; with 100% employer match about $41,064 at 4% or $27,376 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 5 | $813,872 | $140,455 | $28,091iApproximate average salary by contribution assumption: employee only about $702,275 at 4% or $468,183 at 6%; with 50% employer match about $468,183 at 4% or $312,122 at 6%; with 100% employer match about $351,138 at 4% or $234,092 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 154 | - | - | - |
| 2021 | 3 | 214 | $9,092,658 | $725,515 | $3,390iApproximate average salary by contribution assumption: employee only about $84,756 at 4% or $56,504 at 6%; with 50% employer match about $56,504 at 4% or $37,670 at 6%; with 100% employer match about $42,378 at 4% or $28,252 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 214 | $8,430,896 | $584,310 | $2,730iApproximate average salary by contribution assumption: employee only about $68,261 at 4% or $45,507 at 6%; with 50% employer match about $45,507 at 4% or $30,338 at 6%; with 100% employer match about $34,130 at 4% or $22,754 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 7 | $661,762 | $141,205 | $20,172iApproximate average salary by contribution assumption: employee only about $504,304 at 4% or $336,202 at 6%; with 50% employer match about $336,202 at 4% or $224,135 at 6%; with 100% employer match about $252,152 at 4% or $168,101 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 180 | - | - | - |
| 2020 | 3 | 222 | $10,491,009 | $846,565 | $3,813iApproximate average salary by contribution assumption: employee only about $95,334 at 4% or $63,556 at 6%; with 50% employer match about $63,556 at 4% or $42,371 at 6%; with 100% employer match about $47,667 at 4% or $31,778 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 222 | $9,887,120 | $729,928 | $3,288iApproximate average salary by contribution assumption: employee only about $82,199 at 4% or $54,799 at 6%; with 50% employer match about $54,799 at 4% or $36,533 at 6%; with 100% employer match about $41,100 at 4% or $27,400 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 5 | $603,889 | $116,637 | $23,327iApproximate average salary by contribution assumption: employee only about $583,185 at 4% or $388,790 at 6%; with 50% employer match about $388,790 at 4% or $259,193 at 6%; with 100% employer match about $291,593 at 4% or $194,395 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 156 | - | - | - |
| 2019 | 3 | 257 | $8,513,742 | $860,793 | $3,349iApproximate average salary by contribution assumption: employee only about $83,735 at 4% or $55,823 at 6%; with 50% employer match about $55,823 at 4% or $37,215 at 6%; with 100% employer match about $41,867 at 4% or $27,912 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 257 | $8,068,882 | $728,151 | $2,833iApproximate average salary by contribution assumption: employee only about $70,832 at 4% or $47,221 at 6%; with 50% employer match about $47,221 at 4% or $31,481 at 6%; with 100% employer match about $35,416 at 4% or $23,611 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 5 | $444,860 | $132,642 | $26,528iApproximate average salary by contribution assumption: employee only about $663,210 at 4% or $442,140 at 6%; with 50% employer match about $442,140 at 4% or $294,760 at 6%; with 100% employer match about $331,605 at 4% or $221,070 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 172 | - | - | - |
| 2018 | 3 | 263 | $8,313,558 | $1,191,873 | $4,532iApproximate average salary by contribution assumption: employee only about $113,296 at 4% or $75,531 at 6%; with 50% employer match about $75,531 at 4% or $50,354 at 6%; with 100% employer match about $56,648 at 4% or $37,765 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 263 | $8,020,332 | $1,054,152 | $4,008iApproximate average salary by contribution assumption: employee only about $100,205 at 4% or $66,803 at 6%; with 50% employer match about $66,803 at 4% or $44,535 at 6%; with 100% employer match about $50,102 at 4% or $33,402 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 4 | $293,226 | $137,721 | $34,430iApproximate average salary by contribution assumption: employee only about $860,756 at 4% or $573,838 at 6%; with 50% employer match about $573,838 at 4% or $382,558 at 6%; with 100% employer match about $430,378 at 4% or $286,919 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 174 | - | - | - |
| 2017 | 3 | 250 | $7,149,052 | $764,310 | $3,057iApproximate average salary by contribution assumption: employee only about $76,431 at 4% or $50,954 at 6%; with 50% employer match about $50,954 at 4% or $33,969 at 6%; with 100% employer match about $38,216 at 4% or $25,477 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 250 | $7,008,051 | $623,277 | $2,493iApproximate average salary by contribution assumption: employee only about $62,328 at 4% or $41,552 at 6%; with 50% employer match about $41,552 at 4% or $27,701 at 6%; with 100% employer match about $31,164 at 4% or $20,776 at 6%. |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 4 | $141,001 | $141,033 | $35,258iApproximate average salary by contribution assumption: employee only about $881,456 at 4% or $587,638 at 6%; with 50% employer match about $587,638 at 4% or $391,758 at 6%; with 100% employer match about $440,728 at 4% or $293,819 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 176 | - | - | - |
| 2016 | 1 | 251 | $6,530,877 | $800,593 | $3,190iApproximate average salary by contribution assumption: employee only about $79,740 at 4% or $53,160 at 6%; with 50% employer match about $53,160 at 4% or $35,440 at 6%; with 100% employer match about $39,870 at 4% or $26,580 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 251 | $6,530,877 | $800,593 | $3,190iApproximate average salary by contribution assumption: employee only about $79,740 at 4% or $53,160 at 6%; with 50% employer match about $53,160 at 4% or $35,440 at 6%; with 100% employer match about $39,870 at 4% or $26,580 at 6%. |
| 2015 | 1 | 248 | $5,407,047 | $877,929 | $3,540iApproximate average salary by contribution assumption: employee only about $88,501 at 4% or $59,001 at 6%; with 50% employer match about $59,001 at 4% or $39,334 at 6%; with 100% employer match about $44,250 at 4% or $29,500 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 248 | $5,407,047 | $877,929 | $3,540iApproximate average salary by contribution assumption: employee only about $88,501 at 4% or $59,001 at 6%; with 50% employer match about $59,001 at 4% or $39,334 at 6%; with 100% employer match about $44,250 at 4% or $29,500 at 6%. |
| 2014 | 2 | 252 | $5,022,786 | $771,349 | $3,061iApproximate average salary by contribution assumption: employee only about $76,523 at 4% or $51,015 at 6%; with 50% employer match about $51,015 at 4% or $34,010 at 6%; with 100% employer match about $38,261 at 4% or $25,508 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 252 | $5,022,786 | $771,349 | $3,061iApproximate average salary by contribution assumption: employee only about $76,523 at 4% or $51,015 at 6%; with 50% employer match about $51,015 at 4% or $34,010 at 6%; with 100% employer match about $38,261 at 4% or $25,508 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 158 | - | - | - |
| 2013 | 4 | 192 | $4,856,166 | $1,577,916 | $8,218iApproximate average salary by contribution assumption: employee only about $205,458 at 4% or $136,972 at 6%; with 50% employer match about $136,972 at 4% or $91,315 at 6%; with 100% employer match about $102,729 at 4% or $68,486 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 192 | $4,830,212 | $1,512,574 | $7,878iApproximate average salary by contribution assumption: employee only about $196,950 at 4% or $131,300 at 6%; with 50% employer match about $131,300 at 4% or $87,533 at 6%; with 100% employer match about $98,475 at 4% or $65,650 at 6%. |
| WELLMORE, INC ERISA 403(B) PLAN | - | 0 | $25,954 | $65,342 | - |
| WELLMORE, INC. ERISA 403(B) PLAN | - | 0 | $0 | - | - |
| Wellmore Inc. Health & Welfare Plan | - | 155 | - | - | - |
| 2012 | 3 | 285 | $4,116,083 | $813,494 | $2,854iApproximate average salary by contribution assumption: employee only about $71,359 at 4% or $47,573 at 6%; with 50% employer match about $47,573 at 4% or $31,715 at 6%; with 100% employer match about $35,680 at 4% or $23,786 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 259 | $3,242,525 | $614,337 | $2,372iApproximate average salary by contribution assumption: employee only about $59,299 at 4% or $39,533 at 6%; with 50% employer match about $39,533 at 4% or $26,355 at 6%; with 100% employer match about $29,649 at 4% or $19,766 at 6%. |
| WELLMORE, INC ERISA 403(B) PLAN | - | 285 | $873,558 | $199,157 | $699iApproximate average salary by contribution assumption: employee only about $17,470 at 4% or $11,647 at 6%; with 50% employer match about $11,647 at 4% or $7,764 at 6%; with 100% employer match about $8,735 at 4% or $5,823 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 184 | - | - | - |
| 2011 | 3 | 200 | $1,452,362 | $516,753 | $2,584iApproximate average salary by contribution assumption: employee only about $64,594 at 4% or $43,063 at 6%; with 50% employer match about $43,063 at 4% or $28,709 at 6%; with 100% employer match about $32,297 at 4% or $21,531 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 130 | $1,293,804 | $356,191 | $2,740iApproximate average salary by contribution assumption: employee only about $68,498 at 4% or $45,666 at 6%; with 50% employer match about $45,666 at 4% or $30,444 at 6%; with 100% employer match about $34,249 at 4% or $22,833 at 6%. |
| WELLMORE, INC ERISA 403(B) PLAN | - | 195 | $158,558 | $160,562 | $823iApproximate average salary by contribution assumption: employee only about $20,585 at 4% or $13,723 at 6%; with 50% employer match about $13,723 at 4% or $9,149 at 6%; with 100% employer match about $10,292 at 4% or $6,862 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 200 | - | - | - |
| 2010 | 4 | 141 | $964,065 | $180,431 | $1,280iApproximate average salary by contribution assumption: employee only about $31,991 at 4% or $21,328 at 6%; with 50% employer match about $21,328 at 4% or $14,218 at 6%; with 100% employer match about $15,996 at 4% or $10,664 at 6%. |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 107 | $964,065 | $180,431 | $1,686iApproximate average salary by contribution assumption: employee only about $42,157 at 4% or $28,105 at 6%; with 50% employer match about $28,105 at 4% or $18,736 at 6%; with 100% employer match about $21,078 at 4% or $14,052 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 110 | - | - | - |
| Wellmore Inc. Health & Welfare Plan | - | 141 | - | - | - |
| THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. | - | 0 | - | - | - |
| 2009 | 3 | 117 | $1,507,108 | $266,717 | $2,280iApproximate average salary by contribution assumption: employee only about $56,991 at 4% or $37,994 at 6%; with 50% employer match about $37,994 at 4% or $25,329 at 6%; with 100% employer match about $28,495 at 4% or $18,997 at 6%. |
| THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. | - | 19 | $755,828 | - | - |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 97 | $751,280 | $266,717 | $2,750iApproximate average salary by contribution assumption: employee only about $68,741 at 4% or $45,828 at 6%; with 50% employer match about $45,828 at 4% or $30,552 at 6%; with 100% employer match about $34,371 at 4% or $22,914 at 6%. |
| Wellmore Inc. Health & Welfare Plan | - | 117 | - | - | - |
| 2008 | 2 | 73 | $0 | $0 | - |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 73 | - | - | - |
| THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. | - | 23 | - | - | - |
| 2007 | 2 | 55 | $0 | $0 | - |
| THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. | - | 30 | - | - | - |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 55 | - | - | - |
| 2006 | 2 | 48 | $1,123,475 | $142,407 | $2,967iApproximate average salary by contribution assumption: employee only about $74,170 at 4% or $49,447 at 6%; with 50% employer match about $49,447 at 4% or $32,965 at 6%; with 100% employer match about $37,085 at 4% or $24,723 at 6%. |
| THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. | - | 48 | $981,068 | - | - |
| Wellmore Inc. 401(K) and Profit Sharing Plan | - | 44 | $142,407 | $142,407 | $3,237iApproximate average salary by contribution assumption: employee only about $80,913 at 4% or $53,942 at 6%; with 50% employer match about $53,942 at 4% or $35,961 at 6%; with 100% employer match about $40,457 at 4% or $26,971 at 6%. |
| 2005 | 1 | 62 | $917,774 | $246,000 | $3,968iApproximate average salary by contribution assumption: employee only about $99,194 at 4% or $66,129 at 6%; with 50% employer match about $66,129 at 4% or $44,086 at 6%; with 100% employer match about $49,597 at 4% or $33,065 at 6%. |
| THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. | - | 62 | $917,774 | $246,000 | $3,968iApproximate average salary by contribution assumption: employee only about $99,194 at 4% or $66,129 at 6%; with 50% employer match about $66,129 at 4% or $44,086 at 6%; with 100% employer match about $49,597 at 4% or $33,065 at 6%. |
| 2004 | 1 | 32 | $663,880 | $131,625 | $4,113iApproximate average salary by contribution assumption: employee only about $102,832 at 4% or $68,555 at 6%; with 50% employer match about $68,555 at 4% or $45,703 at 6%; with 100% employer match about $51,416 at 4% or $34,277 at 6%. |
| THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. | - | 32 | $663,880 | $131,625 | $4,113iApproximate average salary by contribution assumption: employee only about $102,832 at 4% or $68,555 at 6%; with 50% employer match about $68,555 at 4% or $45,703 at 6%; with 100% employer match about $51,416 at 4% or $34,277 at 6%. |
| 2003 | 1 | 35 | $0 | $0 | - |
| EMPLOYEE BENEFITS PLAN OF THE CHILD GUIDANCE CLINIC OF WATERBURY | - | 35 | - | - | - |
| 2002 | 1 | 31 | $0 | $0 | - |
| EMPLOYEE BENEFITS PLAN OF THE CHILD GUIDANCE CLINIC OF WATERBURY | - | 31 | - | - | - |
| 2001 | 1 | 21 | $0 | $0 | - |
| EMPLOYEE BENEFITS PLAN OF THE CHILD GUIDANCE CLINIC OF WATERBURY | - | 21 | - | - | - |
| 2000 | 1 | 28 | $0 | $0 | - |
| EMPLOYEE BENEFITS PLAN OF THE CHILD GUIDANCE CLINIC OF WATERBURY | - | 28 | - | - | - |