Civic Intelligence

Wellstat Management Company LLC

Plan context: Wellstat Management Company LLC 401(K) Plan

EIN 26-0310344 • Rockville, MD • 36 filings • 5 plans

14200 Shady Grove Road Suite 600Rockville, MD 20850
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$8,865,580

2024 Contributions

$430,636

Historical Graphs

Total Assets Over Time

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

$18,388,543$9,194,272$0200820162024YearValue
$8,865,580Latest year 2024

Participants Over Time

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

170850200720162024YearValue
59Latest 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
2024159$8,865,580$0-
Wellstat Management Company LLC 401(K) Plan-59$8,865,580$0-
2023185$10,998,730$430,636$5,066iApproximate average salary by contribution assumption: employee only about $126,658 at 4% or $84,438 at 6%; with 50% employer match about $84,438 at 4% or $56,292 at 6%; with 100% employer match about $63,329 at 4% or $42,219 at 6%.
Wellstat Management Company LLC 401(K) Plan-85$10,998,730$430,636$5,066iApproximate average salary by contribution assumption: employee only about $126,658 at 4% or $84,438 at 6%; with 50% employer match about $84,438 at 4% or $56,292 at 6%; with 100% employer match about $63,329 at 4% or $42,219 at 6%.
2022141$13,983,484$540,336$13,179iApproximate average salary by contribution assumption: employee only about $329,473 at 4% or $219,649 at 6%; with 50% employer match about $219,649 at 4% or $146,433 at 6%; with 100% employer match about $164,737 at 4% or $109,824 at 6%.
Wellstat Management Company LLC 401(K) Plan-41$13,983,484$540,336$13,179iApproximate average salary by contribution assumption: employee only about $329,473 at 4% or $219,649 at 6%; with 50% employer match about $219,649 at 4% or $146,433 at 6%; with 100% employer match about $164,737 at 4% or $109,824 at 6%.
2021143$18,388,543$621,894$14,463iApproximate average salary by contribution assumption: employee only about $361,566 at 4% or $241,044 at 6%; with 50% employer match about $241,044 at 4% or $160,696 at 6%; with 100% employer match about $180,783 at 4% or $120,522 at 6%.
Wellstat Management Company LLC 401(K) Plan-43$18,388,543$621,894$14,463iApproximate average salary by contribution assumption: employee only about $361,566 at 4% or $241,044 at 6%; with 50% employer match about $241,044 at 4% or $160,696 at 6%; with 100% employer match about $180,783 at 4% or $120,522 at 6%.
2020146$17,365,739$639,347$13,899iApproximate average salary by contribution assumption: employee only about $347,471 at 4% or $231,647 at 6%; with 50% employer match about $231,647 at 4% or $154,432 at 6%; with 100% employer match about $173,736 at 4% or $115,824 at 6%.
Wellstat Management Company LLC 401(K) Plan-46$17,365,739$639,347$13,899iApproximate average salary by contribution assumption: employee only about $347,471 at 4% or $231,647 at 6%; with 50% employer match about $231,647 at 4% or $154,432 at 6%; with 100% employer match about $173,736 at 4% or $115,824 at 6%.
2019146$15,457,508$527,885$11,476iApproximate average salary by contribution assumption: employee only about $286,894 at 4% or $191,263 at 6%; with 50% employer match about $191,263 at 4% or $127,508 at 6%; with 100% employer match about $143,447 at 4% or $95,631 at 6%.
Wellstat Management Company LLC 401(K) Plan-46$15,457,508$527,885$11,476iApproximate average salary by contribution assumption: employee only about $286,894 at 4% or $191,263 at 6%; with 50% employer match about $191,263 at 4% or $127,508 at 6%; with 100% employer match about $143,447 at 4% or $95,631 at 6%.
2018140$12,908,411$469,553$11,739iApproximate average salary by contribution assumption: employee only about $293,471 at 4% or $195,647 at 6%; with 50% employer match about $195,647 at 4% or $130,431 at 6%; with 100% employer match about $146,735 at 4% or $97,824 at 6%.
Wellstat Management Company LLC 401(K) Plan-40$12,908,411$469,553$11,739iApproximate average salary by contribution assumption: employee only about $293,471 at 4% or $195,647 at 6%; with 50% employer match about $195,647 at 4% or $130,431 at 6%; with 100% employer match about $146,735 at 4% or $97,824 at 6%.
2017142$14,225,022$548,387$13,057iApproximate average salary by contribution assumption: employee only about $326,421 at 4% or $217,614 at 6%; with 50% employer match about $217,614 at 4% or $145,076 at 6%; with 100% employer match about $163,210 at 4% or $108,807 at 6%.
Wellstat Management Company LLC 401(K) Plan-42$14,225,022$548,387$13,057iApproximate average salary by contribution assumption: employee only about $326,421 at 4% or $217,614 at 6%; with 50% employer match about $217,614 at 4% or $145,076 at 6%; with 100% employer match about $163,210 at 4% or $108,807 at 6%.
2016142$12,891,370$473,973$11,285iApproximate average salary by contribution assumption: employee only about $282,127 at 4% or $188,085 at 6%; with 50% employer match about $188,085 at 4% or $125,390 at 6%; with 100% employer match about $141,063 at 4% or $94,042 at 6%.
Wellstat Management Company LLC 401(K) Plan-42$12,891,370$473,973$11,285iApproximate average salary by contribution assumption: employee only about $282,127 at 4% or $188,085 at 6%; with 50% employer match about $188,085 at 4% or $125,390 at 6%; with 100% employer match about $141,063 at 4% or $94,042 at 6%.
2015147$12,601,744$487,633$10,375iApproximate average salary by contribution assumption: employee only about $259,379 at 4% or $172,920 at 6%; with 50% employer match about $172,920 at 4% or $115,280 at 6%; with 100% employer match about $129,690 at 4% or $86,460 at 6%.
Wellstat Management Company LLC 401(K) Plan-47$12,601,744$487,633$10,375iApproximate average salary by contribution assumption: employee only about $259,379 at 4% or $172,920 at 6%; with 50% employer match about $172,920 at 4% or $115,280 at 6%; with 100% employer match about $129,690 at 4% or $86,460 at 6%.
2014180$14,594,742$755,078$9,438iApproximate average salary by contribution assumption: employee only about $235,962 at 4% or $157,308 at 6%; with 50% employer match about $157,308 at 4% or $104,872 at 6%; with 100% employer match about $117,981 at 4% or $78,654 at 6%.
Wellstat Management Company LLC 401(K) Plan-80$14,594,742$755,078$9,438iApproximate average salary by contribution assumption: employee only about $235,962 at 4% or $157,308 at 6%; with 50% employer match about $157,308 at 4% or $104,872 at 6%; with 100% employer match about $117,981 at 4% or $78,654 at 6%.
2013482$14,950,902$860,628$10,495iApproximate average salary by contribution assumption: employee only about $262,387 at 4% or $174,924 at 6%; with 50% employer match about $174,924 at 4% or $116,616 at 6%; with 100% employer match about $131,193 at 4% or $87,462 at 6%.
Wellstat Management Company LLC 401(K) Plan-82$14,950,902$860,628$10,495iApproximate average salary by contribution assumption: employee only about $262,387 at 4% or $174,924 at 6%; with 50% employer match about $174,924 at 4% or $116,616 at 6%; with 100% employer match about $131,193 at 4% or $87,462 at 6%.
WELLSTAT MANAGEMENT COMPANY CAFETERIA PLAN-0---
WELLSTAT MANAGEMENT COMPANY DISABILITY PLAN-0---
WELLSTAT MANAGEMENT COMPANY HEALTH CARE PLAN-0---
20124130$14,314,105$1,076,025$8,277iApproximate average salary by contribution assumption: employee only about $206,928 at 4% or $137,952 at 6%; with 50% employer match about $137,952 at 4% or $91,968 at 6%; with 100% employer match about $103,464 at 4% or $68,976 at 6%.
Wellstat Management Company LLC 401(K) Plan-125$14,314,105$1,076,025$8,608iApproximate average salary by contribution assumption: employee only about $215,205 at 4% or $143,470 at 6%; with 50% employer match about $143,470 at 4% or $95,647 at 6%; with 100% employer match about $107,603 at 4% or $71,735 at 6%.
WELLSTAT MANAGEMENT COMPANY HEALTH CARE PLAN-130---
WELLSTAT MANAGEMENT COMPANY DISABILITY PLAN-130---
WELLSTAT MANAGEMENT COMPANY CAFETERIA PLAN-118---
20113136$12,526,138$1,205,134$8,861iApproximate average salary by contribution assumption: employee only about $221,532 at 4% or $147,688 at 6%; with 50% employer match about $147,688 at 4% or $98,459 at 6%; with 100% employer match about $110,766 at 4% or $73,844 at 6%.
Wellstat Management Company LLC 401(K) Plan-136$12,526,138$1,205,134$8,861iApproximate average salary by contribution assumption: employee only about $221,532 at 4% or $147,688 at 6%; with 50% employer match about $147,688 at 4% or $98,459 at 6%; with 100% employer match about $110,766 at 4% or $73,844 at 6%.
WELLSTAT MANAGEMENT COMPANY DISABILITY PLAN-129---
WELLSTAT MANAGEMENT COMPANY HEALTH CARE PLAN-129---
20103138$13,422,926$1,639,605$11,881iApproximate average salary by contribution assumption: employee only about $297,030 at 4% or $198,020 at 6%; with 50% employer match about $198,020 at 4% or $132,013 at 6%; with 100% employer match about $148,515 at 4% or $99,010 at 6%.
Wellstat Management Company LLC 401(K) Plan-136$13,422,926$1,639,605$12,056iApproximate average salary by contribution assumption: employee only about $301,398 at 4% or $200,932 at 6%; with 50% employer match about $200,932 at 4% or $133,955 at 6%; with 100% employer match about $150,699 at 4% or $100,466 at 6%.
WELLSTAT MANAGEMENT COMPANY HEALTH CARE PLAN-138---
WELLSTAT MANAGEMENT COMPANY DISABILITY PLAN-138---
20093170$11,178,548$1,922,408$11,308iApproximate average salary by contribution assumption: employee only about $282,707 at 4% or $188,471 at 6%; with 50% employer match about $188,471 at 4% or $125,648 at 6%; with 100% employer match about $141,354 at 4% or $94,236 at 6%.
Wellstat Management Company LLC 401(K) Plan-169$11,178,548$1,922,408$11,375iApproximate average salary by contribution assumption: employee only about $284,380 at 4% or $189,587 at 6%; with 50% employer match about $189,587 at 4% or $126,391 at 6%; with 100% employer match about $142,190 at 4% or $94,793 at 6%.
WELLSTAT MANAGEMENT COMPANY DISABILITY PLAN-170---
WELLSTAT MANAGEMENT COMPANY HEALTH CARE PLAN-170---
20084159$6,896,145$1,914,701$12,042iApproximate average salary by contribution assumption: employee only about $301,054 at 4% or $200,702 at 6%; with 50% employer match about $200,702 at 4% or $133,802 at 6%; with 100% employer match about $150,527 at 4% or $100,351 at 6%.
Wellstat Management Company LLC 401(K) Plan-155$6,896,145$1,914,701$12,353iApproximate average salary by contribution assumption: employee only about $308,823 at 4% or $205,882 at 6%; with 50% employer match about $205,882 at 4% or $137,255 at 6%; with 100% employer match about $154,411 at 4% or $102,941 at 6%.
WELLSTAT MANAGEMENT COMPANY HEALTH CARE PLAN-159---
WELLSTAT MANAGEMENT COMPANY DISABILITY PLAN-159---
WELLSTAT MANAGEMENT COMPANY CAFETERIA PLAN-78---
20074159$0$0-
WELLSTAT MANAGEMENT COMPANY CAFETERIA PLAN-77---
WELLSTAT MANAGEMENT COMPANY DISABILITY PLAN-159---
WELLSTAT MANAGEMENT COMPANY HEALTH CARE PLAN-145---
Wellstat Management Company LLC 401(K) Plan-159---