THE SOURCE WELLNESS CENTER PC
Plan context: THE SOURCE WELLNESS CENTER 401(K) PLAN
EIN 27-1283197 • Bozeman, MT • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$120,074
2024 Contributions
$18,213
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 | 2 | $120,074 | $18,213 | $9,107iApproximate average salary by contribution assumption: employee only about $227,663 at 4% or $151,775 at 6%; with 50% employer match about $151,775 at 4% or $101,183 at 6%; with 100% employer match about $113,831 at 4% or $75,888 at 6%. |
| THE SOURCE WELLNESS CENTER 401(K) PLAN | - | 2 | $120,074 | $18,213 | $9,107iApproximate average salary by contribution assumption: employee only about $227,663 at 4% or $151,775 at 6%; with 50% employer match about $151,775 at 4% or $101,183 at 6%; with 100% employer match about $113,831 at 4% or $75,888 at 6%. |
| 2023 | 1 | 2 | $87,662 | $13,186 | $6,593iApproximate average salary by contribution assumption: employee only about $164,825 at 4% or $109,883 at 6%; with 50% employer match about $109,883 at 4% or $73,256 at 6%; with 100% employer match about $82,413 at 4% or $54,942 at 6%. |
| THE SOURCE WELLNESS CENTER 401(K) PLAN | - | 2 | $87,662 | $13,186 | $6,593iApproximate average salary by contribution assumption: employee only about $164,825 at 4% or $109,883 at 6%; with 50% employer match about $109,883 at 4% or $73,256 at 6%; with 100% employer match about $82,413 at 4% or $54,942 at 6%. |
| 2022 | 1 | 2 | $48,955 | $16,100 | $8,050iApproximate average salary by contribution assumption: employee only about $201,250 at 4% or $134,167 at 6%; with 50% employer match about $134,167 at 4% or $89,444 at 6%; with 100% employer match about $100,625 at 4% or $67,083 at 6%. |
| THE SOURCE WELLNESS CENTER 401K PLAN | - | 2 | $48,955 | $16,100 | $8,050iApproximate average salary by contribution assumption: employee only about $201,250 at 4% or $134,167 at 6%; with 50% employer match about $134,167 at 4% or $89,444 at 6%; with 100% employer match about $100,625 at 4% or $67,083 at 6%. |