Civic Intelligence

The Wellness Coalition

Plan context: The Wellness Coalition 401K Retirement Savings Plan

EIN 30-0092712 • Montgomery, AL • 8 filings • 1 plans

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3060 Mobile HwyMontgomery, AL 36108
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$78,323

2024 Contributions

$22,806

Historical Graphs

Total Assets Over Time

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

$78,323$39,162$0201720212024YearValue
$78,323Latest year 2024

Participants Over Time

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

1160201720212024YearValue
11Latest 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
2024111$78,323$22,806$2,073iApproximate average salary by contribution assumption: employee only about $51,832 at 4% or $34,555 at 6%; with 50% employer match about $34,555 at 4% or $23,036 at 6%; with 100% employer match about $25,916 at 4% or $17,277 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-11$78,323$22,806$2,073iApproximate average salary by contribution assumption: employee only about $51,832 at 4% or $34,555 at 6%; with 50% employer match about $34,555 at 4% or $23,036 at 6%; with 100% employer match about $25,916 at 4% or $17,277 at 6%.
202319$54,179$7,118$791iApproximate average salary by contribution assumption: employee only about $19,772 at 4% or $13,181 at 6%; with 50% employer match about $13,181 at 4% or $8,788 at 6%; with 100% employer match about $9,886 at 4% or $6,591 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-9$54,179$7,118$791iApproximate average salary by contribution assumption: employee only about $19,772 at 4% or $13,181 at 6%; with 50% employer match about $13,181 at 4% or $8,788 at 6%; with 100% employer match about $9,886 at 4% or $6,591 at 6%.
202219$40,340$7,205$801iApproximate average salary by contribution assumption: employee only about $20,014 at 4% or $13,343 at 6%; with 50% employer match about $13,343 at 4% or $8,895 at 6%; with 100% employer match about $10,007 at 4% or $6,671 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-9$40,340$7,205$801iApproximate average salary by contribution assumption: employee only about $20,014 at 4% or $13,343 at 6%; with 50% employer match about $13,343 at 4% or $8,895 at 6%; with 100% employer match about $10,007 at 4% or $6,671 at 6%.
202116$42,492$8,366$1,394iApproximate average salary by contribution assumption: employee only about $34,858 at 4% or $23,239 at 6%; with 50% employer match about $23,239 at 4% or $15,493 at 6%; with 100% employer match about $17,429 at 4% or $11,619 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-6$42,492$8,366$1,394iApproximate average salary by contribution assumption: employee only about $34,858 at 4% or $23,239 at 6%; with 50% employer match about $23,239 at 4% or $15,493 at 6%; with 100% employer match about $17,429 at 4% or $11,619 at 6%.
2020110$30,407$6,626$663iApproximate average salary by contribution assumption: employee only about $16,565 at 4% or $11,043 at 6%; with 50% employer match about $11,043 at 4% or $7,362 at 6%; with 100% employer match about $8,283 at 4% or $5,522 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-10$30,407$6,626$663iApproximate average salary by contribution assumption: employee only about $16,565 at 4% or $11,043 at 6%; with 50% employer match about $11,043 at 4% or $7,362 at 6%; with 100% employer match about $8,283 at 4% or $5,522 at 6%.
201918$39,825$17,349$2,169iApproximate average salary by contribution assumption: employee only about $54,216 at 4% or $36,144 at 6%; with 50% employer match about $36,144 at 4% or $24,096 at 6%; with 100% employer match about $27,108 at 4% or $18,072 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-8$39,825$17,349$2,169iApproximate average salary by contribution assumption: employee only about $54,216 at 4% or $36,144 at 6%; with 50% employer match about $36,144 at 4% or $24,096 at 6%; with 100% employer match about $27,108 at 4% or $18,072 at 6%.
201817$24,032$16,626$2,375iApproximate average salary by contribution assumption: employee only about $59,379 at 4% or $39,586 at 6%; with 50% employer match about $39,586 at 4% or $26,390 at 6%; with 100% employer match about $29,689 at 4% or $19,793 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-7$24,032$16,626$2,375iApproximate average salary by contribution assumption: employee only about $59,379 at 4% or $39,586 at 6%; with 50% employer match about $39,586 at 4% or $26,390 at 6%; with 100% employer match about $29,689 at 4% or $19,793 at 6%.
201714$9,882$9,379$2,345iApproximate average salary by contribution assumption: employee only about $58,619 at 4% or $39,079 at 6%; with 50% employer match about $39,079 at 4% or $26,053 at 6%; with 100% employer match about $29,309 at 4% or $19,540 at 6%.
The Wellness Coalition 401K Retirement Savings Plan-4$9,882$9,379$2,345iApproximate average salary by contribution assumption: employee only about $58,619 at 4% or $39,079 at 6%; with 50% employer match about $39,079 at 4% or $26,053 at 6%; with 100% employer match about $29,309 at 4% or $19,540 at 6%.