Current Snapshot
Latest Year
2019
2019 Participants
869
2019 Assets
$46,985,863
2019 Contributions
$9,212,888
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 869 | $46,985,863 | $9,212,888 | $10,602iApproximate average salary by contribution assumption: employee only about $265,043 at 4% or $176,695 at 6%; with 50% employer match about $176,695 at 4% or $117,797 at 6%; with 100% employer match about $132,521 at 4% or $88,348 at 6%. |
| Connectwise Inc. 401(K) Plan | - | 869 | $46,985,863 | $9,212,888 | $10,602iApproximate average salary by contribution assumption: employee only about $265,043 at 4% or $176,695 at 6%; with 50% employer match about $176,695 at 4% or $117,797 at 6%; with 100% employer match about $132,521 at 4% or $88,348 at 6%. |
| CONNECTWISE HEALTH AND WELFARE PLAN | - | 828 | - | - | - |
| 2018 | 2 | 1,015 | $35,217,994 | $9,569,976 | $9,429iApproximate average salary by contribution assumption: employee only about $235,714 at 4% or $157,142 at 6%; with 50% employer match about $157,142 at 4% or $104,762 at 6%; with 100% employer match about $117,857 at 4% or $78,571 at 6%. |
| Connectwise Inc. 401(K) Plan | - | 1,015 | $35,217,994 | $9,569,976 | $9,429iApproximate average salary by contribution assumption: employee only about $235,714 at 4% or $157,142 at 6%; with 50% employer match about $157,142 at 4% or $104,762 at 6%; with 100% employer match about $117,857 at 4% or $78,571 at 6%. |
| CONNECTWISE HEALTH AND WELFARE PLAN | - | 858 | - | - | - |
| 2017 | 2 | 835 | $30,125,128 | $6,821,541 | $8,170iApproximate average salary by contribution assumption: employee only about $204,238 at 4% or $136,159 at 6%; with 50% employer match about $136,159 at 4% or $90,772 at 6%; with 100% employer match about $102,119 at 4% or $68,079 at 6%. |
| Connectwise Inc. 401(K) Plan | - | 835 | $30,125,128 | $6,821,541 | $8,170iApproximate average salary by contribution assumption: employee only about $204,238 at 4% or $136,159 at 6%; with 50% employer match about $136,159 at 4% or $90,772 at 6%; with 100% employer match about $102,119 at 4% or $68,079 at 6%. |
| CONNECTWISE HEALTH AND WELFARE PLAN | - | 749 | - | - | - |
| 2016 | 1 | 811 | $20,491,763 | $5,815,577 | $7,171iApproximate average salary by contribution assumption: employee only about $179,272 at 4% or $119,515 at 6%; with 50% employer match about $119,515 at 4% or $79,676 at 6%; with 100% employer match about $89,636 at 4% or $59,757 at 6%. |
| Connectwise Inc. 401(K) Plan | - | 811 | $20,491,763 | $5,815,577 | $7,171iApproximate average salary by contribution assumption: employee only about $179,272 at 4% or $119,515 at 6%; with 50% employer match about $119,515 at 4% or $79,676 at 6%; with 100% employer match about $89,636 at 4% or $59,757 at 6%. |