Healthwell Foundation
Plan context: Healthwell Foundation 401(K) Plan
EIN 20-0413676 • Germantown, MD • 15 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
231
2024 Assets
$7,446,037
2024 Contributions
$1,582,006
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 | 231 | $7,446,037 | $1,582,006 | $6,849iApproximate average salary by contribution assumption: employee only about $171,213 at 4% or $114,142 at 6%; with 50% employer match about $114,142 at 4% or $76,095 at 6%; with 100% employer match about $85,606 at 4% or $57,071 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 231 | $7,446,037 | $1,582,006 | $6,849iApproximate average salary by contribution assumption: employee only about $171,213 at 4% or $114,142 at 6%; with 50% employer match about $114,142 at 4% or $76,095 at 6%; with 100% employer match about $85,606 at 4% or $57,071 at 6%. |
| 2023 | 1 | 197 | $6,582,185 | $1,253,087 | $6,361iApproximate average salary by contribution assumption: employee only about $159,021 at 4% or $106,014 at 6%; with 50% employer match about $106,014 at 4% or $70,676 at 6%; with 100% employer match about $79,511 at 4% or $53,007 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 197 | $6,582,185 | $1,253,087 | $6,361iApproximate average salary by contribution assumption: employee only about $159,021 at 4% or $106,014 at 6%; with 50% employer match about $106,014 at 4% or $70,676 at 6%; with 100% employer match about $79,511 at 4% or $53,007 at 6%. |
| 2022 | 1 | 171 | $4,950,794 | $547,951 | $3,204iApproximate average salary by contribution assumption: employee only about $80,110 at 4% or $53,407 at 6%; with 50% employer match about $53,407 at 4% or $35,604 at 6%; with 100% employer match about $40,055 at 4% or $26,703 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 171 | $4,950,794 | $547,951 | $3,204iApproximate average salary by contribution assumption: employee only about $80,110 at 4% or $53,407 at 6%; with 50% employer match about $53,407 at 4% or $35,604 at 6%; with 100% employer match about $40,055 at 4% or $26,703 at 6%. |
| 2018 | 1 | 0 | $0 | $0 | - |
| Healthwell Foundation 401(K) Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 14 | $1,709,080 | $251,355 | $17,954iApproximate average salary by contribution assumption: employee only about $448,848 at 4% or $299,232 at 6%; with 50% employer match about $299,232 at 4% or $199,488 at 6%; with 100% employer match about $224,424 at 4% or $149,616 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 14 | $1,709,080 | $251,355 | $17,954iApproximate average salary by contribution assumption: employee only about $448,848 at 4% or $299,232 at 6%; with 50% employer match about $299,232 at 4% or $199,488 at 6%; with 100% employer match about $224,424 at 4% or $149,616 at 6%. |
| 2016 | 1 | 12 | $1,266,877 | $195,126 | $16,261iApproximate average salary by contribution assumption: employee only about $406,513 at 4% or $271,008 at 6%; with 50% employer match about $271,008 at 4% or $180,672 at 6%; with 100% employer match about $203,256 at 4% or $135,504 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 12 | $1,266,877 | $195,126 | $16,261iApproximate average salary by contribution assumption: employee only about $406,513 at 4% or $271,008 at 6%; with 50% employer match about $271,008 at 4% or $180,672 at 6%; with 100% employer match about $203,256 at 4% or $135,504 at 6%. |
| 2015 | 1 | 12 | $1,073,243 | $147,190 | $12,266iApproximate average salary by contribution assumption: employee only about $306,646 at 4% or $204,431 at 6%; with 50% employer match about $204,431 at 4% or $136,287 at 6%; with 100% employer match about $153,323 at 4% or $102,215 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 12 | $1,073,243 | $147,190 | $12,266iApproximate average salary by contribution assumption: employee only about $306,646 at 4% or $204,431 at 6%; with 50% employer match about $204,431 at 4% or $136,287 at 6%; with 100% employer match about $153,323 at 4% or $102,215 at 6%. |
| 2014 | 1 | 11 | $946,990 | $241,054 | $21,914iApproximate average salary by contribution assumption: employee only about $547,850 at 4% or $365,233 at 6%; with 50% employer match about $365,233 at 4% or $243,489 at 6%; with 100% employer match about $273,925 at 4% or $182,617 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 11 | $946,990 | $241,054 | $21,914iApproximate average salary by contribution assumption: employee only about $547,850 at 4% or $365,233 at 6%; with 50% employer match about $365,233 at 4% or $243,489 at 6%; with 100% employer match about $273,925 at 4% or $182,617 at 6%. |
| 2013 | 1 | 10 | $650,141 | $160,497 | $16,050iApproximate average salary by contribution assumption: employee only about $401,243 at 4% or $267,495 at 6%; with 50% employer match about $267,495 at 4% or $178,330 at 6%; with 100% employer match about $200,621 at 4% or $133,748 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 10 | $650,141 | $160,497 | $16,050iApproximate average salary by contribution assumption: employee only about $401,243 at 4% or $267,495 at 6%; with 50% employer match about $267,495 at 4% or $178,330 at 6%; with 100% employer match about $200,621 at 4% or $133,748 at 6%. |
| 2012 | 1 | 12 | $594,513 | $182,647 | $15,221iApproximate average salary by contribution assumption: employee only about $380,515 at 4% or $253,676 at 6%; with 50% employer match about $253,676 at 4% or $169,118 at 6%; with 100% employer match about $190,257 at 4% or $126,838 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 12 | $594,513 | $182,647 | $15,221iApproximate average salary by contribution assumption: employee only about $380,515 at 4% or $253,676 at 6%; with 50% employer match about $253,676 at 4% or $169,118 at 6%; with 100% employer match about $190,257 at 4% or $126,838 at 6%. |
| 2011 | 1 | 10 | $438,091 | $144,007 | $14,401iApproximate average salary by contribution assumption: employee only about $360,018 at 4% or $240,012 at 6%; with 50% employer match about $240,012 at 4% or $160,008 at 6%; with 100% employer match about $180,009 at 4% or $120,006 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 10 | $438,091 | $144,007 | $14,401iApproximate average salary by contribution assumption: employee only about $360,018 at 4% or $240,012 at 6%; with 50% employer match about $240,012 at 4% or $160,008 at 6%; with 100% employer match about $180,009 at 4% or $120,006 at 6%. |
| 2010 | 1 | 8 | $300,772 | $128,811 | $16,101iApproximate average salary by contribution assumption: employee only about $402,534 at 4% or $268,356 at 6%; with 50% employer match about $268,356 at 4% or $178,904 at 6%; with 100% employer match about $201,267 at 4% or $134,178 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 8 | $300,772 | $128,811 | $16,101iApproximate average salary by contribution assumption: employee only about $402,534 at 4% or $268,356 at 6%; with 50% employer match about $268,356 at 4% or $178,904 at 6%; with 100% employer match about $201,267 at 4% or $134,178 at 6%. |
| 2009 | 1 | 5 | $147,645 | $74,021 | $14,804iApproximate average salary by contribution assumption: employee only about $370,105 at 4% or $246,737 at 6%; with 50% employer match about $246,737 at 4% or $164,491 at 6%; with 100% employer match about $185,053 at 4% or $123,368 at 6%. |
| Healthwell Foundation 401(K) Plan | - | 5 | $147,645 | $74,021 | $14,804iApproximate average salary by contribution assumption: employee only about $370,105 at 4% or $246,737 at 6%; with 50% employer match about $246,737 at 4% or $164,491 at 6%; with 100% employer match about $185,053 at 4% or $123,368 at 6%. |
| 2008 | 1 | 0 | $65,703 | $69,539 | - |
| Healthwell Foundation 401(K) Plan | - | 0 | $65,703 | $69,539 | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Healthwell Foundation 401(K) Plan | - | 5 | - | - | - |