Civic Intelligence

The Wealshire LLC

Plan context: THE WEALSHIRE 401(K) PLAN

EIN 26-3304251 • Medina, MN • 14 filings • 3 plans

4555 Mohawk DriveMedina, MN 55340
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$1,497,668

2024 Contributions

$284,173

Historical Graphs

Total Assets Over Time

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

$1,497,668$748,834$0201720212024YearValue
$1,497,668Latest year 2024

Participants Over Time

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

143720201720212024YearValue
118Latest 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
20242118$1,497,668$284,173$2,408iApproximate average salary by contribution assumption: employee only about $60,206 at 4% or $40,137 at 6%; with 50% employer match about $40,137 at 4% or $26,758 at 6%; with 100% employer match about $30,103 at 4% or $20,069 at 6%.
THE WEALSHIRE 401(K) PLAN-64$1,497,668$284,173$4,440iApproximate average salary by contribution assumption: employee only about $111,005 at 4% or $74,003 at 6%; with 50% employer match about $74,003 at 4% or $49,336 at 6%; with 100% employer match about $55,503 at 4% or $37,002 at 6%.
Wealshire Health and Welfare Plan-118---
20232110$1,124,598$211,655$1,924iApproximate average salary by contribution assumption: employee only about $48,103 at 4% or $32,069 at 6%; with 50% employer match about $32,069 at 4% or $21,379 at 6%; with 100% employer match about $24,052 at 4% or $16,034 at 6%.
THE WEALSHIRE 401(K) PLAN-58$1,124,598$211,655$3,649iApproximate average salary by contribution assumption: employee only about $91,231 at 4% or $60,820 at 6%; with 50% employer match about $60,820 at 4% or $40,547 at 6%; with 100% employer match about $45,615 at 4% or $30,410 at 6%.
Wealshire Health and Welfare Plan-110---
20222127$934,603$297,662$2,344iApproximate average salary by contribution assumption: employee only about $58,595 at 4% or $39,063 at 6%; with 50% employer match about $39,063 at 4% or $26,042 at 6%; with 100% employer match about $29,297 at 4% or $19,532 at 6%.
THE WEALSHIRE 401(K) PLAN-120$934,603$297,662$2,481iApproximate average salary by contribution assumption: employee only about $62,013 at 4% or $41,342 at 6%; with 50% employer match about $41,342 at 4% or $27,561 at 6%; with 100% employer match about $31,006 at 4% or $20,671 at 6%.
Wealshire Health and Welfare Plan-127---
20212123$852,369$226,319$1,840iApproximate average salary by contribution assumption: employee only about $46,000 at 4% or $30,667 at 6%; with 50% employer match about $30,667 at 4% or $20,444 at 6%; with 100% employer match about $23,000 at 4% or $15,333 at 6%.
THE WEALSHIRE 401(K) PLAN-123$852,369$226,319$1,840iApproximate average salary by contribution assumption: employee only about $46,000 at 4% or $30,667 at 6%; with 50% employer match about $30,667 at 4% or $20,444 at 6%; with 100% employer match about $23,000 at 4% or $15,333 at 6%.
Wealshire Health and Welfare Plan-119---
20202143$776,431$219,474$1,535iApproximate average salary by contribution assumption: employee only about $38,370 at 4% or $25,580 at 6%; with 50% employer match about $25,580 at 4% or $17,053 at 6%; with 100% employer match about $19,185 at 4% or $12,790 at 6%.
THE WEALSHIRE 401(K) PLAN-143$776,431$219,474$1,535iApproximate average salary by contribution assumption: employee only about $38,370 at 4% or $25,580 at 6%; with 50% employer match about $25,580 at 4% or $17,053 at 6%; with 100% employer match about $19,185 at 4% or $12,790 at 6%.
Wealshire Health and Welfare Plan-129---
2019248$527,204$183,382$3,820iApproximate average salary by contribution assumption: employee only about $95,511 at 4% or $63,674 at 6%; with 50% employer match about $63,674 at 4% or $42,450 at 6%; with 100% employer match about $47,756 at 4% or $31,837 at 6%.
THE WEALSHIRE 401(K) PLAN-48$527,204$183,382$3,820iApproximate average salary by contribution assumption: employee only about $95,511 at 4% or $63,674 at 6%; with 50% employer match about $63,674 at 4% or $42,450 at 6%; with 100% employer match about $47,756 at 4% or $31,837 at 6%.
The Wealshire LLC Life and Ad&D Plan-0---
2018136$288,961$228,937$6,359iApproximate average salary by contribution assumption: employee only about $158,984 at 4% or $105,989 at 6%; with 50% employer match about $105,989 at 4% or $70,660 at 6%; with 100% employer match about $79,492 at 4% or $52,995 at 6%.
THE WEALSHIRE 401(K) PLAN-36$288,961$228,937$6,359iApproximate average salary by contribution assumption: employee only about $158,984 at 4% or $105,989 at 6%; with 50% employer match about $105,989 at 4% or $70,660 at 6%; with 100% employer match about $79,492 at 4% or $52,995 at 6%.
2017124$84,907$82,487$3,437iApproximate average salary by contribution assumption: employee only about $85,924 at 4% or $57,283 at 6%; with 50% employer match about $57,283 at 4% or $38,188 at 6%; with 100% employer match about $42,962 at 4% or $28,641 at 6%.
THE WEALSHIRE 401(K) PLAN-24$84,907$82,487$3,437iApproximate average salary by contribution assumption: employee only about $85,924 at 4% or $57,283 at 6%; with 50% employer match about $57,283 at 4% or $38,188 at 6%; with 100% employer match about $42,962 at 4% or $28,641 at 6%.
The Wealshire LLC | EIN 26-3304251 | 2024 Form 5500 Company Profile