The Wellness Communty
Plan context: The Wellness Community Tax Sheltered Annuity Plan
EIN 35-1902427 • Indianapolis, IN • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$349,710
2024 Contributions
$95,039
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 | 15 | $349,710 | $95,039 | $6,336iApproximate average salary by contribution assumption: employee only about $158,398 at 4% or $105,599 at 6%; with 50% employer match about $105,599 at 4% or $70,399 at 6%; with 100% employer match about $79,199 at 4% or $52,799 at 6%. |
| The Wellness Community Tax Sheltered Annuity Plan | - | 15 | $349,710 | $95,039 | $6,336iApproximate average salary by contribution assumption: employee only about $158,398 at 4% or $105,599 at 6%; with 50% employer match about $105,599 at 4% or $70,399 at 6%; with 100% employer match about $79,199 at 4% or $52,799 at 6%. |
| 2023 | 1 | 14 | $236,525 | $102,377 | $7,313iApproximate average salary by contribution assumption: employee only about $182,816 at 4% or $121,877 at 6%; with 50% employer match about $121,877 at 4% or $81,252 at 6%; with 100% employer match about $91,408 at 4% or $60,939 at 6%. |
| The Wellness Community Tax Sheltered Annuity Plan | - | 14 | $236,525 | $102,377 | $7,313iApproximate average salary by contribution assumption: employee only about $182,816 at 4% or $121,877 at 6%; with 50% employer match about $121,877 at 4% or $81,252 at 6%; with 100% employer match about $91,408 at 4% or $60,939 at 6%. |
| 2022 | 1 | 15 | $197,841 | $97,725 | $6,515iApproximate average salary by contribution assumption: employee only about $162,875 at 4% or $108,583 at 6%; with 50% employer match about $108,583 at 4% or $72,389 at 6%; with 100% employer match about $81,438 at 4% or $54,292 at 6%. |
| The Wellness Community Tax Sheltered Annuity Plan | - | 15 | $197,841 | $97,725 | $6,515iApproximate average salary by contribution assumption: employee only about $162,875 at 4% or $108,583 at 6%; with 50% employer match about $108,583 at 4% or $72,389 at 6%; with 100% employer match about $81,438 at 4% or $54,292 at 6%. |
| 2021 | 1 | 13 | $141,317 | $76,972 | $5,921iApproximate average salary by contribution assumption: employee only about $148,023 at 4% or $98,682 at 6%; with 50% employer match about $98,682 at 4% or $65,788 at 6%; with 100% employer match about $74,012 at 4% or $49,341 at 6%. |
| The Wellness Community Tax Sheltered Annuity Plan | - | 13 | $141,317 | $76,972 | $5,921iApproximate average salary by contribution assumption: employee only about $148,023 at 4% or $98,682 at 6%; with 50% employer match about $98,682 at 4% or $65,788 at 6%; with 100% employer match about $74,012 at 4% or $49,341 at 6%. |
| 2020 | 1 | 10 | $54,027 | $50,009 | $5,001iApproximate average salary by contribution assumption: employee only about $125,022 at 4% or $83,348 at 6%; with 50% employer match about $83,348 at 4% or $55,566 at 6%; with 100% employer match about $62,511 at 4% or $41,674 at 6%. |
| The Wellness Community Tax Sheltered Annuity Plan | - | 10 | $54,027 | $50,009 | $5,001iApproximate average salary by contribution assumption: employee only about $125,022 at 4% or $83,348 at 6%; with 50% employer match about $83,348 at 4% or $55,566 at 6%; with 100% employer match about $62,511 at 4% or $41,674 at 6%. |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Wellness Community Tax Sheltered Annuity Plan | - | 0 | - | - | - |