Civic Intelligence

Funding Well Capital

Plan context: Funding Well Capital 401(K) Plan

EIN 20-4071293 • Scottsdale, AZ • 13 filings • 1 plans

3200 N. Hayden Rd., Suite 290Scottsdale, AZ 85251
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,229,603

2024 Contributions

$6,197

Historical Graphs

Total Assets Over Time

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

$1,229,603$614,802$0201220182024YearValue
$1,229,603Latest year 2024

Participants Over Time

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

950201220182024YearValue
3Latest 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
202413$1,229,603$6,197$2,066iApproximate average salary by contribution assumption: employee only about $51,642 at 4% or $34,428 at 6%; with 50% employer match about $34,428 at 4% or $22,952 at 6%; with 100% employer match about $25,821 at 4% or $17,214 at 6%.
Funding Well Capital 401(K) Plan-3$1,229,603$6,197$2,066iApproximate average salary by contribution assumption: employee only about $51,642 at 4% or $34,428 at 6%; with 50% employer match about $34,428 at 4% or $22,952 at 6%; with 100% employer match about $25,821 at 4% or $17,214 at 6%.
202316$1,190,026$51,094$8,516iApproximate average salary by contribution assumption: employee only about $212,892 at 4% or $141,928 at 6%; with 50% employer match about $141,928 at 4% or $94,619 at 6%; with 100% employer match about $106,446 at 4% or $70,964 at 6%.
Funding Well Capital 401(K) Plan-6$1,190,026$51,094$8,516iApproximate average salary by contribution assumption: employee only about $212,892 at 4% or $141,928 at 6%; with 50% employer match about $141,928 at 4% or $94,619 at 6%; with 100% employer match about $106,446 at 4% or $70,964 at 6%.
202215$1,080,229$51,093$10,219iApproximate average salary by contribution assumption: employee only about $255,465 at 4% or $170,310 at 6%; with 50% employer match about $170,310 at 4% or $113,540 at 6%; with 100% employer match about $127,733 at 4% or $85,155 at 6%.
Funding Well Capital 401(K) Plan-5$1,080,229$51,093$10,219iApproximate average salary by contribution assumption: employee only about $255,465 at 4% or $170,310 at 6%; with 50% employer match about $170,310 at 4% or $113,540 at 6%; with 100% employer match about $127,733 at 4% or $85,155 at 6%.
202116$1,106,711$49,439$8,240iApproximate average salary by contribution assumption: employee only about $205,996 at 4% or $137,331 at 6%; with 50% employer match about $137,331 at 4% or $91,554 at 6%; with 100% employer match about $102,998 at 4% or $68,665 at 6%.
Funding Well Capital 401(K) Plan-6$1,106,711$49,439$8,240iApproximate average salary by contribution assumption: employee only about $205,996 at 4% or $137,331 at 6%; with 50% employer match about $137,331 at 4% or $91,554 at 6%; with 100% employer match about $102,998 at 4% or $68,665 at 6%.
202016$983,375$73,855$12,309iApproximate average salary by contribution assumption: employee only about $307,729 at 4% or $205,153 at 6%; with 50% employer match about $205,153 at 4% or $136,769 at 6%; with 100% employer match about $153,865 at 4% or $102,576 at 6%.
Funding Well Capital 401(K) Plan-6$983,375$73,855$12,309iApproximate average salary by contribution assumption: employee only about $307,729 at 4% or $205,153 at 6%; with 50% employer match about $205,153 at 4% or $136,769 at 6%; with 100% employer match about $153,865 at 4% or $102,576 at 6%.
201919$829,736$66,348$7,372iApproximate average salary by contribution assumption: employee only about $184,300 at 4% or $122,867 at 6%; with 50% employer match about $122,867 at 4% or $81,911 at 6%; with 100% employer match about $92,150 at 4% or $61,433 at 6%.
Funding Well Capital 401(K) Plan-9$829,736$66,348$7,372iApproximate average salary by contribution assumption: employee only about $184,300 at 4% or $122,867 at 6%; with 50% employer match about $122,867 at 4% or $81,911 at 6%; with 100% employer match about $92,150 at 4% or $61,433 at 6%.
201818$657,696$64,661$8,083iApproximate average salary by contribution assumption: employee only about $202,066 at 4% or $134,710 at 6%; with 50% employer match about $134,710 at 4% or $89,807 at 6%; with 100% employer match about $101,033 at 4% or $67,355 at 6%.
Funding Well Capital 401(K) Plan-8$657,696$64,661$8,083iApproximate average salary by contribution assumption: employee only about $202,066 at 4% or $134,710 at 6%; with 50% employer match about $134,710 at 4% or $89,807 at 6%; with 100% employer match about $101,033 at 4% or $67,355 at 6%.
201714$615,085$106,824$26,706iApproximate average salary by contribution assumption: employee only about $667,650 at 4% or $445,100 at 6%; with 50% employer match about $445,100 at 4% or $296,733 at 6%; with 100% employer match about $333,825 at 4% or $222,550 at 6%.
Funding Well Capital 401(K) Plan-4$615,085$106,824$26,706iApproximate average salary by contribution assumption: employee only about $667,650 at 4% or $445,100 at 6%; with 50% employer match about $445,100 at 4% or $296,733 at 6%; with 100% employer match about $333,825 at 4% or $222,550 at 6%.
201614$465,540$43,448$10,862iApproximate average salary by contribution assumption: employee only about $271,550 at 4% or $181,033 at 6%; with 50% employer match about $181,033 at 4% or $120,689 at 6%; with 100% employer match about $135,775 at 4% or $90,517 at 6%.
Funding Well Capital 401(K) Plan-4$465,540$43,448$10,862iApproximate average salary by contribution assumption: employee only about $271,550 at 4% or $181,033 at 6%; with 50% employer match about $181,033 at 4% or $120,689 at 6%; with 100% employer match about $135,775 at 4% or $90,517 at 6%.
201517$397,232$149,698$21,385iApproximate average salary by contribution assumption: employee only about $534,636 at 4% or $356,424 at 6%; with 50% employer match about $356,424 at 4% or $237,616 at 6%; with 100% employer match about $267,318 at 4% or $178,212 at 6%.
Funding Well Capital 401(K) Plan-7$397,232$149,698$21,385iApproximate average salary by contribution assumption: employee only about $534,636 at 4% or $356,424 at 6%; with 50% employer match about $356,424 at 4% or $237,616 at 6%; with 100% employer match about $267,318 at 4% or $178,212 at 6%.
201415$248,269$40,487$8,097iApproximate average salary by contribution assumption: employee only about $202,435 at 4% or $134,957 at 6%; with 50% employer match about $134,957 at 4% or $89,971 at 6%; with 100% employer match about $101,218 at 4% or $67,478 at 6%.
Funding Well Capital 401(K) Plan-5$248,269$40,487$8,097iApproximate average salary by contribution assumption: employee only about $202,435 at 4% or $134,957 at 6%; with 50% employer match about $134,957 at 4% or $89,971 at 6%; with 100% employer match about $101,218 at 4% or $67,478 at 6%.
201314$212,951$138,200$34,550iApproximate average salary by contribution assumption: employee only about $863,750 at 4% or $575,833 at 6%; with 50% employer match about $575,833 at 4% or $383,889 at 6%; with 100% employer match about $431,875 at 4% or $287,917 at 6%.
Funding Well Capital 401(K) Plan-4$212,951$138,200$34,550iApproximate average salary by contribution assumption: employee only about $863,750 at 4% or $575,833 at 6%; with 50% employer match about $575,833 at 4% or $383,889 at 6%; with 100% employer match about $431,875 at 4% or $287,917 at 6%.
201213$96,304$94,071$31,357iApproximate average salary by contribution assumption: employee only about $783,925 at 4% or $522,617 at 6%; with 50% employer match about $522,617 at 4% or $348,411 at 6%; with 100% employer match about $391,963 at 4% or $261,308 at 6%.
Funding Well Capital 401(K) Plan-3$96,304$94,071$31,357iApproximate average salary by contribution assumption: employee only about $783,925 at 4% or $522,617 at 6%; with 50% employer match about $522,617 at 4% or $348,411 at 6%; with 100% employer match about $391,963 at 4% or $261,308 at 6%.