Civic Intelligence

Wealthcare LLC

Plan context: Wealthcare LLC 401K Profit Sharing Plan

EIN 30-0296679 • Henderson, KY • 18 filings • 2 plans

238 Second StreetHenderson, KY 42420
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,585,354

2024 Contributions

$178,385

Historical Graphs

Total Assets Over Time

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

$2,585,354$1,292,677$0200820162024YearValue
$2,585,354Latest year 2024

Participants Over Time

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

1470200720162024YearValue
13Latest 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
2024113$2,585,354$178,385$13,722iApproximate average salary by contribution assumption: employee only about $343,048 at 4% or $228,699 at 6%; with 50% employer match about $228,699 at 4% or $152,466 at 6%; with 100% employer match about $171,524 at 4% or $114,349 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-13$2,585,354$178,385$13,722iApproximate average salary by contribution assumption: employee only about $343,048 at 4% or $228,699 at 6%; with 50% employer match about $228,699 at 4% or $152,466 at 6%; with 100% employer match about $171,524 at 4% or $114,349 at 6%.
2023114$2,027,785$153,582$10,970iApproximate average salary by contribution assumption: employee only about $274,254 at 4% or $182,836 at 6%; with 50% employer match about $182,836 at 4% or $121,890 at 6%; with 100% employer match about $137,127 at 4% or $91,418 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-14$2,027,785$153,582$10,970iApproximate average salary by contribution assumption: employee only about $274,254 at 4% or $182,836 at 6%; with 50% employer match about $182,836 at 4% or $121,890 at 6%; with 100% employer match about $137,127 at 4% or $91,418 at 6%.
2022112$1,562,289$118,491$9,874iApproximate average salary by contribution assumption: employee only about $246,856 at 4% or $164,571 at 6%; with 50% employer match about $164,571 at 4% or $109,714 at 6%; with 100% employer match about $123,428 at 4% or $82,285 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-12$1,562,289$118,491$9,874iApproximate average salary by contribution assumption: employee only about $246,856 at 4% or $164,571 at 6%; with 50% employer match about $164,571 at 4% or $109,714 at 6%; with 100% employer match about $123,428 at 4% or $82,285 at 6%.
2021111$2,079,333$107,388$9,763iApproximate average salary by contribution assumption: employee only about $244,064 at 4% or $162,709 at 6%; with 50% employer match about $162,709 at 4% or $108,473 at 6%; with 100% employer match about $122,032 at 4% or $81,355 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-11$2,079,333$107,388$9,763iApproximate average salary by contribution assumption: employee only about $244,064 at 4% or $162,709 at 6%; with 50% employer match about $162,709 at 4% or $108,473 at 6%; with 100% employer match about $122,032 at 4% or $81,355 at 6%.
2020111$1,891,453$108,742$9,886iApproximate average salary by contribution assumption: employee only about $247,141 at 4% or $164,761 at 6%; with 50% employer match about $164,761 at 4% or $109,840 at 6%; with 100% employer match about $123,570 at 4% or $82,380 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-11$1,891,453$108,742$9,886iApproximate average salary by contribution assumption: employee only about $247,141 at 4% or $164,761 at 6%; with 50% employer match about $164,761 at 4% or $109,840 at 6%; with 100% employer match about $123,570 at 4% or $82,380 at 6%.
2019111$1,535,157$119,776$10,889iApproximate average salary by contribution assumption: employee only about $272,218 at 4% or $181,479 at 6%; with 50% employer match about $181,479 at 4% or $120,986 at 6%; with 100% employer match about $136,109 at 4% or $90,739 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-11$1,535,157$119,776$10,889iApproximate average salary by contribution assumption: employee only about $272,218 at 4% or $181,479 at 6%; with 50% employer match about $181,479 at 4% or $120,986 at 6%; with 100% employer match about $136,109 at 4% or $90,739 at 6%.
2018112$1,224,438$109,172$9,098iApproximate average salary by contribution assumption: employee only about $227,442 at 4% or $151,628 at 6%; with 50% employer match about $151,628 at 4% or $101,085 at 6%; with 100% employer match about $113,721 at 4% or $75,814 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-12$1,224,438$109,172$9,098iApproximate average salary by contribution assumption: employee only about $227,442 at 4% or $151,628 at 6%; with 50% employer match about $151,628 at 4% or $101,085 at 6%; with 100% employer match about $113,721 at 4% or $75,814 at 6%.
2017110$1,177,114$71,681$7,168iApproximate average salary by contribution assumption: employee only about $179,203 at 4% or $119,468 at 6%; with 50% employer match about $119,468 at 4% or $79,646 at 6%; with 100% employer match about $89,601 at 4% or $59,734 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-10$1,177,114$71,681$7,168iApproximate average salary by contribution assumption: employee only about $179,203 at 4% or $119,468 at 6%; with 50% employer match about $119,468 at 4% or $79,646 at 6%; with 100% employer match about $89,601 at 4% or $59,734 at 6%.
2016110$1,003,295$52,792$5,279iApproximate average salary by contribution assumption: employee only about $131,980 at 4% or $87,987 at 6%; with 50% employer match about $87,987 at 4% or $58,658 at 6%; with 100% employer match about $65,990 at 4% or $43,993 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-10$1,003,295$52,792$5,279iApproximate average salary by contribution assumption: employee only about $131,980 at 4% or $87,987 at 6%; with 50% employer match about $87,987 at 4% or $58,658 at 6%; with 100% employer match about $65,990 at 4% or $43,993 at 6%.
201518$875,156$104,569$13,071iApproximate average salary by contribution assumption: employee only about $326,778 at 4% or $217,852 at 6%; with 50% employer match about $217,852 at 4% or $145,235 at 6%; with 100% employer match about $163,389 at 4% or $108,926 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-8$875,156$104,569$13,071iApproximate average salary by contribution assumption: employee only about $326,778 at 4% or $217,852 at 6%; with 50% employer match about $217,852 at 4% or $145,235 at 6%; with 100% employer match about $163,389 at 4% or $108,926 at 6%.
2014110$849,361$43,794$4,379iApproximate average salary by contribution assumption: employee only about $109,485 at 4% or $72,990 at 6%; with 50% employer match about $72,990 at 4% or $48,660 at 6%; with 100% employer match about $54,742 at 4% or $36,495 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-10$849,361$43,794$4,379iApproximate average salary by contribution assumption: employee only about $109,485 at 4% or $72,990 at 6%; with 50% employer match about $72,990 at 4% or $48,660 at 6%; with 100% employer match about $54,742 at 4% or $36,495 at 6%.
201319$780,361$39,079$4,342iApproximate average salary by contribution assumption: employee only about $108,553 at 4% or $72,369 at 6%; with 50% employer match about $72,369 at 4% or $48,246 at 6%; with 100% employer match about $54,276 at 4% or $36,184 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-9$780,361$39,079$4,342iApproximate average salary by contribution assumption: employee only about $108,553 at 4% or $72,369 at 6%; with 50% employer match about $72,369 at 4% or $48,246 at 6%; with 100% employer match about $54,276 at 4% or $36,184 at 6%.
201216$628,717$29,361$4,894iApproximate average salary by contribution assumption: employee only about $122,338 at 4% or $81,558 at 6%; with 50% employer match about $81,558 at 4% or $54,372 at 6%; with 100% employer match about $61,169 at 4% or $40,779 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-6$628,717$29,361$4,894iApproximate average salary by contribution assumption: employee only about $122,338 at 4% or $81,558 at 6%; with 50% employer match about $81,558 at 4% or $54,372 at 6%; with 100% employer match about $61,169 at 4% or $40,779 at 6%.
201115$550,317$69,638$13,928iApproximate average salary by contribution assumption: employee only about $348,190 at 4% or $232,127 at 6%; with 50% employer match about $232,127 at 4% or $154,751 at 6%; with 100% employer match about $174,095 at 4% or $116,063 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-5$550,317$69,638$13,928iApproximate average salary by contribution assumption: employee only about $348,190 at 4% or $232,127 at 6%; with 50% employer match about $232,127 at 4% or $154,751 at 6%; with 100% employer match about $174,095 at 4% or $116,063 at 6%.
201015$645,573$42,790$8,558iApproximate average salary by contribution assumption: employee only about $213,950 at 4% or $142,633 at 6%; with 50% employer match about $142,633 at 4% or $95,089 at 6%; with 100% employer match about $106,975 at 4% or $71,317 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-5$645,573$42,790$8,558iApproximate average salary by contribution assumption: employee only about $213,950 at 4% or $142,633 at 6%; with 50% employer match about $142,633 at 4% or $95,089 at 6%; with 100% employer match about $106,975 at 4% or $71,317 at 6%.
200915$610,443$27,798$5,560iApproximate average salary by contribution assumption: employee only about $138,990 at 4% or $92,660 at 6%; with 50% employer match about $92,660 at 4% or $61,773 at 6%; with 100% employer match about $69,495 at 4% or $46,330 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-5$610,443$27,798$5,560iApproximate average salary by contribution assumption: employee only about $138,990 at 4% or $92,660 at 6%; with 50% employer match about $92,660 at 4% or $61,773 at 6%; with 100% employer match about $69,495 at 4% or $46,330 at 6%.
200816$795,304$65,079$10,847iApproximate average salary by contribution assumption: employee only about $271,163 at 4% or $180,775 at 6%; with 50% employer match about $180,775 at 4% or $120,517 at 6%; with 100% employer match about $135,581 at 4% or $90,388 at 6%.
Wealthcare LLC 401K Profit Sharing Plan-6$795,304$65,079$10,847iApproximate average salary by contribution assumption: employee only about $271,163 at 4% or $180,775 at 6%; with 50% employer match about $180,775 at 4% or $120,517 at 6%; with 100% employer match about $135,581 at 4% or $90,388 at 6%.
200717$0$0-
Wealthcare LLC 401K Profit Sharing Plan-7---