Civic Intelligence

Live Well Financial

Plan context: Live Well Financial Inc 401(K) Profit Sharing Plan & Trust

EIN 20-2752826 • Wilmington, DE • 18 filings • 7 plans

1313 N. Market StreetSuite 5400Wilmington, DE 19801
Current Snapshot

Latest Year

2023

2023 Participants

205

2023 Assets

$258

2023 Contributions

$201,976

Historical Graphs

Total Assets Over Time

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

$1,465,273$732,637$0200620172022YearValue
$258Latest year 2022

Participants Over Time

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

2651330200620152018YearValue
205Latest year 2018

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
202310$0$0-
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-0$0--
202210$258$0-
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-0$258--
202110$352,311$0-
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-0$352,311--
202010$507,436$0-
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-0$507,436--
201910$507,436$201,976-
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-0$507,436$201,976-
20182205$1,465,273$668,465$3,261iApproximate average salary by contribution assumption: employee only about $81,520 at 4% or $54,347 at 6%; with 50% employer match about $54,347 at 4% or $36,231 at 6%; with 100% employer match about $40,760 at 4% or $27,173 at 6%.
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-152$1,465,273$668,465$4,398iApproximate average salary by contribution assumption: employee only about $109,945 at 4% or $73,297 at 6%; with 50% employer match about $73,297 at 4% or $48,864 at 6%; with 100% employer match about $54,972 at 4% or $36,648 at 6%.
Live Well Financial Health and Welfare Plan-205---
20172200$1,134,810$506,921$2,535iApproximate average salary by contribution assumption: employee only about $63,365 at 4% or $42,243 at 6%; with 50% employer match about $42,243 at 4% or $28,162 at 6%; with 100% employer match about $31,683 at 4% or $21,122 at 6%.
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-157$1,134,810$506,921$3,229iApproximate average salary by contribution assumption: employee only about $80,720 at 4% or $53,813 at 6%; with 50% employer match about $53,813 at 4% or $35,876 at 6%; with 100% employer match about $40,360 at 4% or $26,907 at 6%.
Live Well Financial Health and Welfare Plan-200---
20162201$566,098$385,515$1,918iApproximate average salary by contribution assumption: employee only about $47,950 at 4% or $31,966 at 6%; with 50% employer match about $31,966 at 4% or $21,311 at 6%; with 100% employer match about $23,975 at 4% or $15,983 at 6%.
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-159$566,098$385,515$2,425iApproximate average salary by contribution assumption: employee only about $60,616 at 4% or $40,410 at 6%; with 50% employer match about $40,410 at 4% or $26,940 at 6%; with 100% employer match about $30,308 at 4% or $20,205 at 6%.
Live Well Financial Health and Welfare Plan-201---
20152265$162,123$161,795$611iApproximate average salary by contribution assumption: employee only about $15,264 at 4% or $10,176 at 6%; with 50% employer match about $10,176 at 4% or $6,784 at 6%; with 100% employer match about $7,632 at 4% or $5,088 at 6%.
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-49$162,123$161,795$3,302iApproximate average salary by contribution assumption: employee only about $82,548 at 4% or $55,032 at 6%; with 50% employer match about $55,032 at 4% or $36,688 at 6%; with 100% employer match about $41,274 at 4% or $27,516 at 6%.
Live Well Financial Health and Welfare Plan-265---
201010$0$2,880-
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-0-$2,880-
20091135$301,025$8,135$60iApproximate average salary by contribution assumption: employee only about $1,506 at 4% or $1,004 at 6%; with 50% employer match about $1,004 at 4% or $670 at 6%; with 100% employer match about $753 at 4% or $502 at 6%.
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-135$301,025$8,135$60iApproximate average salary by contribution assumption: employee only about $1,506 at 4% or $1,004 at 6%; with 50% employer match about $1,004 at 4% or $670 at 6%; with 100% employer match about $753 at 4% or $502 at 6%.
20081144$296,861$19,501$135iApproximate average salary by contribution assumption: employee only about $3,386 at 4% or $2,257 at 6%; with 50% employer match about $2,257 at 4% or $1,505 at 6%; with 100% employer match about $1,693 at 4% or $1,129 at 6%.
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-144$296,861$19,501$135iApproximate average salary by contribution assumption: employee only about $3,386 at 4% or $2,257 at 6%; with 50% employer match about $2,257 at 4% or $1,505 at 6%; with 100% employer match about $1,693 at 4% or $1,129 at 6%.
2007175$0$0-
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-75---
2006112$266,816$243,925$20,327iApproximate average salary by contribution assumption: employee only about $508,177 at 4% or $338,785 at 6%; with 50% employer match about $338,785 at 4% or $225,856 at 6%; with 100% employer match about $254,089 at 4% or $169,392 at 6%.
Live Well Financial Inc 401(K) Profit Sharing Plan & Trust-12$266,816$243,925$20,327iApproximate average salary by contribution assumption: employee only about $508,177 at 4% or $338,785 at 6%; with 50% employer match about $338,785 at 4% or $225,856 at 6%; with 100% employer match about $254,089 at 4% or $169,392 at 6%.