Vitalwork Inc.
Plan context: Etf Advisor K 401K Plan
EIN 16-1369891 • Gilbert, AZ • 22 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$682,450
2024 Contributions
$35,500
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 | 1 | 1 | $682,450 | $35,500 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $682,450 | $35,500 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| 2023 | 1 | 1 | $622,249 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $622,249 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2022 | 1 | 1 | $506,002 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $506,002 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2021 | 1 | 1 | $587,669 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $587,669 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2020 | 1 | 1 | $497,371 | $24,500 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $497,371 | $24,500 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| 2019 | 1 | 1 | $413,423 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $413,423 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2018 | 1 | 1 | $320,280 | $23,500 | $23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $320,280 | $23,500 | $23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%. |
| 2017 | 1 | 1 | $322,882 | $23,417 | $23,417iApproximate average salary by contribution assumption: employee only about $585,425 at 4% or $390,283 at 6%; with 50% employer match about $390,283 at 4% or $260,189 at 6%; with 100% employer match about $292,713 at 4% or $195,142 at 6%. |
| Etf Advisor K 401K Plan | - | 1 | $322,882 | $23,417 | $23,417iApproximate average salary by contribution assumption: employee only about $585,425 at 4% or $390,283 at 6%; with 50% employer match about $390,283 at 4% or $260,189 at 6%; with 100% employer match about $292,713 at 4% or $195,142 at 6%. |
| 2016 | 1 | 2 | $275,478 | $259,082 | $129,541iApproximate average salary by contribution assumption: employee only about $3,238,525 at 4% or $2,159,017 at 6%; with 50% employer match about $2,159,017 at 4% or $1,439,344 at 6%; with 100% employer match about $1,619,263 at 4% or $1,079,508 at 6%. |
| Etf Advisor K 401K Plan | - | 2 | $275,478 | $259,082 | $129,541iApproximate average salary by contribution assumption: employee only about $3,238,525 at 4% or $2,159,017 at 6%; with 50% employer match about $2,159,017 at 4% or $1,439,344 at 6%; with 100% employer match about $1,619,263 at 4% or $1,079,508 at 6%. |
| 2015 | 1 | 2 | $243,055 | $26,497 | $13,249iApproximate average salary by contribution assumption: employee only about $331,213 at 4% or $220,808 at 6%; with 50% employer match about $220,808 at 4% or $147,206 at 6%; with 100% employer match about $165,606 at 4% or $110,404 at 6%. |
| VITALWORK INC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $243,055 | $26,497 | $13,249iApproximate average salary by contribution assumption: employee only about $331,213 at 4% or $220,808 at 6%; with 50% employer match about $220,808 at 4% or $147,206 at 6%; with 100% employer match about $165,606 at 4% or $110,404 at 6%. |
| 2014 | 1 | 4 | $277,796 | $27,172 | $6,793iApproximate average salary by contribution assumption: employee only about $169,825 at 4% or $113,217 at 6%; with 50% employer match about $113,217 at 4% or $75,478 at 6%; with 100% employer match about $84,913 at 4% or $56,608 at 6%. |
| VITALWORK INC 401 K PROFIT SHARING PLAN TRUST | - | 4 | $277,796 | $27,172 | $6,793iApproximate average salary by contribution assumption: employee only about $169,825 at 4% or $113,217 at 6%; with 50% employer match about $113,217 at 4% or $75,478 at 6%; with 100% employer match about $84,913 at 4% or $56,608 at 6%. |
| 2013 | 1 | 5 | $252,909 | $58,034 | $11,607iApproximate average salary by contribution assumption: employee only about $290,170 at 4% or $193,447 at 6%; with 50% employer match about $193,447 at 4% or $128,964 at 6%; with 100% employer match about $145,085 at 4% or $96,723 at 6%. |
| VITALWORK INC 401 K PROFIT SHARING PLAN TRUST | - | 5 | $252,909 | $58,034 | $11,607iApproximate average salary by contribution assumption: employee only about $290,170 at 4% or $193,447 at 6%; with 50% employer match about $193,447 at 4% or $128,964 at 6%; with 100% employer match about $145,085 at 4% or $96,723 at 6%. |
| 2012 | 1 | 5 | $153,557 | $26,550 | $5,310iApproximate average salary by contribution assumption: employee only about $132,750 at 4% or $88,500 at 6%; with 50% employer match about $88,500 at 4% or $59,000 at 6%; with 100% employer match about $66,375 at 4% or $44,250 at 6%. |
| VITALWORK INC 401 K PROFIT SHARING PLAN TRUST | - | 5 | $153,557 | $26,550 | $5,310iApproximate average salary by contribution assumption: employee only about $132,750 at 4% or $88,500 at 6%; with 50% employer match about $88,500 at 4% or $59,000 at 6%; with 100% employer match about $66,375 at 4% or $44,250 at 6%. |
| 2011 | 1 | 6 | $119,916 | $25,534 | $4,256iApproximate average salary by contribution assumption: employee only about $106,392 at 4% or $70,928 at 6%; with 50% employer match about $70,928 at 4% or $47,285 at 6%; with 100% employer match about $53,196 at 4% or $35,464 at 6%. |
| VITALWORK INC 401 K PROFIT SHARING PLAN TRUST | - | 6 | $119,916 | $25,534 | $4,256iApproximate average salary by contribution assumption: employee only about $106,392 at 4% or $70,928 at 6%; with 50% employer match about $70,928 at 4% or $47,285 at 6%; with 100% employer match about $53,196 at 4% or $35,464 at 6%. |
| 2010 | 1 | 5 | $102,572 | $27,327 | $5,465iApproximate average salary by contribution assumption: employee only about $136,635 at 4% or $91,090 at 6%; with 50% employer match about $91,090 at 4% or $60,727 at 6%; with 100% employer match about $68,318 at 4% or $45,545 at 6%. |
| VITALWORK INC 401 K PROFIT SHARING PLAN TRUST | - | 5 | $102,572 | $27,327 | $5,465iApproximate average salary by contribution assumption: employee only about $136,635 at 4% or $91,090 at 6%; with 50% employer match about $91,090 at 4% or $60,727 at 6%; with 100% employer match about $68,318 at 4% or $45,545 at 6%. |
| 2009 | 1 | 6 | $83,087 | $37,147 | $6,191iApproximate average salary by contribution assumption: employee only about $154,779 at 4% or $103,186 at 6%; with 50% employer match about $103,186 at 4% or $68,791 at 6%; with 100% employer match about $77,390 at 4% or $51,593 at 6%. |
| VITALWORK INC | - | 6 | $83,087 | $37,147 | $6,191iApproximate average salary by contribution assumption: employee only about $154,779 at 4% or $103,186 at 6%; with 50% employer match about $103,186 at 4% or $68,791 at 6%; with 100% employer match about $77,390 at 4% or $51,593 at 6%. |
| 2008 | 1 | 6 | $30,361 | $36,585 | $6,098iApproximate average salary by contribution assumption: employee only about $152,438 at 4% or $101,625 at 6%; with 50% employer match about $101,625 at 4% or $67,750 at 6%; with 100% employer match about $76,219 at 4% or $50,813 at 6%. |
| VITALWORK INC 401K PROFIT SHARING PLAN & TRUST | - | 6 | $30,361 | $36,585 | $6,098iApproximate average salary by contribution assumption: employee only about $152,438 at 4% or $101,625 at 6%; with 50% employer match about $101,625 at 4% or $67,750 at 6%; with 100% employer match about $76,219 at 4% or $50,813 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| VITALWORK, INC. 401K PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $1,701 | $0 | - |
| VITALWORK, INC. 401K PLAN | - | 0 | $1,701 | - | - |
| 2002 | 1 | 0 | $2,150 | $6,766 | - |
| VITALWORK, INC. 401K PLAN | - | 0 | $2,150 | $6,766 | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| VITALWORK, INC. 401K PLAN | - | 10 | - | - | - |
| 2000 | 1 | 10 | $25,469 | $30,396 | $3,040iApproximate average salary by contribution assumption: employee only about $75,990 at 4% or $50,660 at 6%; with 50% employer match about $50,660 at 4% or $33,773 at 6%; with 100% employer match about $37,995 at 4% or $25,330 at 6%. |
| VITALWORK, INC. 401K PLAN | - | 10 | $25,469 | $30,396 | $3,040iApproximate average salary by contribution assumption: employee only about $75,990 at 4% or $50,660 at 6%; with 50% employer match about $50,660 at 4% or $33,773 at 6%; with 100% employer match about $37,995 at 4% or $25,330 at 6%. |