Civic Intelligence

7E Wellness

Plan context: 7E Wellness Cash Balance Plan

EIN 30-0486846 • Carlsbad, CA • 13 filings • 2 plans

5858 Dryden PlaceSuite 201Carlsbad, CA 92008
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,900,463

2025 Contributions

$143,796

Historical Graphs

Total Assets Over Time

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

$1,900,463$950,232$0201920222024YearValue
$1,900,463Latest year 2024

Participants Over Time

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

950201920222024YearValue
9Latest 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
202510$0$0-
7E Wellness Cash Balance Plan-0$0$0-
202429$1,900,463$143,796$15,977iApproximate average salary by contribution assumption: employee only about $399,433 at 4% or $266,289 at 6%; with 50% employer match about $266,289 at 4% or $177,526 at 6%; with 100% employer match about $199,717 at 4% or $133,144 at 6%.
7E Wellness Cash Balance Plan-9$953,755$52,543$5,838iApproximate average salary by contribution assumption: employee only about $145,953 at 4% or $97,302 at 6%; with 50% employer match about $97,302 at 4% or $64,868 at 6%; with 100% employer match about $72,976 at 4% or $48,651 at 6%.
7E Wellness 401(K) Profit Sharing Plan-9$946,708$91,253$10,139iApproximate average salary by contribution assumption: employee only about $253,481 at 4% or $168,987 at 6%; with 50% employer match about $168,987 at 4% or $112,658 at 6%; with 100% employer match about $126,740 at 4% or $84,494 at 6%.
202329$1,572,993$334,127$37,125iApproximate average salary by contribution assumption: employee only about $928,131 at 4% or $618,754 at 6%; with 50% employer match about $618,754 at 4% or $412,502 at 6%; with 100% employer match about $464,065 at 4% or $309,377 at 6%.
7E Wellness Cash Balance Plan-9$850,584$143,345$15,927iApproximate average salary by contribution assumption: employee only about $398,181 at 4% or $265,454 at 6%; with 50% employer match about $265,454 at 4% or $176,969 at 6%; with 100% employer match about $199,090 at 4% or $132,727 at 6%.
7E Wellness 401(K) Profit Sharing Plan-7$722,409$190,782$27,255iApproximate average salary by contribution assumption: employee only about $681,364 at 4% or $454,243 at 6%; with 50% employer match about $454,243 at 4% or $302,829 at 6%; with 100% employer match about $340,682 at 4% or $227,121 at 6%.
202228$1,090,430$249,037$31,130iApproximate average salary by contribution assumption: employee only about $778,241 at 4% or $518,827 at 6%; with 50% employer match about $518,827 at 4% or $345,885 at 6%; with 100% employer match about $389,120 at 4% or $259,414 at 6%.
7E Wellness Cash Balance Plan-8$646,452$147,795$18,474iApproximate average salary by contribution assumption: employee only about $461,859 at 4% or $307,906 at 6%; with 50% employer match about $307,906 at 4% or $205,271 at 6%; with 100% employer match about $230,930 at 4% or $153,953 at 6%.
7E Wellness 401(K) Profit Sharing Plan-4$443,978$101,242$25,311iApproximate average salary by contribution assumption: employee only about $632,763 at 4% or $421,842 at 6%; with 50% employer match about $421,842 at 4% or $281,228 at 6%; with 100% employer match about $316,381 at 4% or $210,921 at 6%.
202125$1,023,775$312,895$62,579iApproximate average salary by contribution assumption: employee only about $1,564,475 at 4% or $1,042,983 at 6%; with 50% employer match about $1,042,983 at 4% or $695,322 at 6%; with 100% employer match about $782,238 at 4% or $521,492 at 6%.
7E Wellness Cash Balance Plan-5$565,078$159,251$31,850iApproximate average salary by contribution assumption: employee only about $796,255 at 4% or $530,837 at 6%; with 50% employer match about $530,837 at 4% or $353,891 at 6%; with 100% employer match about $398,128 at 4% or $265,418 at 6%.
7E Wellness 401(K) Profit Sharing Plan-4$458,697$153,644$38,411iApproximate average salary by contribution assumption: employee only about $960,275 at 4% or $640,183 at 6%; with 50% employer match about $640,183 at 4% or $426,789 at 6%; with 100% employer match about $480,138 at 4% or $320,092 at 6%.
202024$654,892$325,588$81,397iApproximate average salary by contribution assumption: employee only about $2,034,925 at 4% or $1,356,617 at 6%; with 50% employer match about $1,356,617 at 4% or $904,411 at 6%; with 100% employer match about $1,017,463 at 4% or $678,308 at 6%.
7E Wellness Cash Balance Plan-4$384,389$201,510$50,378iApproximate average salary by contribution assumption: employee only about $1,259,438 at 4% or $839,625 at 6%; with 50% employer match about $839,625 at 4% or $559,750 at 6%; with 100% employer match about $629,719 at 4% or $419,813 at 6%.
7E Wellness 401(K) Profit Sharing Plan-4$270,503$124,078$31,020iApproximate average salary by contribution assumption: employee only about $775,488 at 4% or $516,992 at 6%; with 50% employer match about $516,992 at 4% or $344,661 at 6%; with 100% employer match about $387,744 at 4% or $258,496 at 6%.
201923$294,438$294,438$98,146iApproximate average salary by contribution assumption: employee only about $2,453,650 at 4% or $1,635,767 at 6%; with 50% employer match about $1,635,767 at 4% or $1,090,511 at 6%; with 100% employer match about $1,226,825 at 4% or $817,883 at 6%.
7E Wellness Cash Balance Plan-3$175,415$175,415$58,472iApproximate average salary by contribution assumption: employee only about $1,461,792 at 4% or $974,528 at 6%; with 50% employer match about $974,528 at 4% or $649,685 at 6%; with 100% employer match about $730,896 at 4% or $487,264 at 6%.
7E Wellness 401(K) Profit Sharing Plan-3$119,023$119,023$39,674iApproximate average salary by contribution assumption: employee only about $991,858 at 4% or $661,239 at 6%; with 50% employer match about $661,239 at 4% or $440,826 at 6%; with 100% employer match about $495,929 at 4% or $330,619 at 6%.