Wealthcare Partners Ltd
Plan context: Wealthcare Partners Ltd 401(K) Plan
EIN 35-2121492 • Indianapolis, IN • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$1,172,290
2025 Contributions
$111,972
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $1,172,290 | $111,972 | $12,441iApproximate average salary by contribution assumption: employee only about $311,033 at 4% or $207,356 at 6%; with 50% employer match about $207,356 at 4% or $138,237 at 6%; with 100% employer match about $155,517 at 4% or $103,678 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 9 | $1,172,290 | $111,972 | $12,441iApproximate average salary by contribution assumption: employee only about $311,033 at 4% or $207,356 at 6%; with 50% employer match about $207,356 at 4% or $138,237 at 6%; with 100% employer match about $155,517 at 4% or $103,678 at 6%. |
| 2024 | 1 | 9 | $927,712 | $99,048 | $11,005iApproximate average salary by contribution assumption: employee only about $275,133 at 4% or $183,422 at 6%; with 50% employer match about $183,422 at 4% or $122,281 at 6%; with 100% employer match about $137,567 at 4% or $91,711 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 9 | $927,712 | $99,048 | $11,005iApproximate average salary by contribution assumption: employee only about $275,133 at 4% or $183,422 at 6%; with 50% employer match about $183,422 at 4% or $122,281 at 6%; with 100% employer match about $137,567 at 4% or $91,711 at 6%. |
| 2023 | 1 | 9 | $779,595 | $92,834 | $10,315iApproximate average salary by contribution assumption: employee only about $257,872 at 4% or $171,915 at 6%; with 50% employer match about $171,915 at 4% or $114,610 at 6%; with 100% employer match about $128,936 at 4% or $85,957 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 9 | $779,595 | $92,834 | $10,315iApproximate average salary by contribution assumption: employee only about $257,872 at 4% or $171,915 at 6%; with 50% employer match about $171,915 at 4% or $114,610 at 6%; with 100% employer match about $128,936 at 4% or $85,957 at 6%. |
| 2022 | 1 | 8 | $624,462 | $58,961 | $7,370iApproximate average salary by contribution assumption: employee only about $184,253 at 4% or $122,835 at 6%; with 50% employer match about $122,835 at 4% or $81,890 at 6%; with 100% employer match about $92,127 at 4% or $61,418 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 8 | $624,462 | $58,961 | $7,370iApproximate average salary by contribution assumption: employee only about $184,253 at 4% or $122,835 at 6%; with 50% employer match about $122,835 at 4% or $81,890 at 6%; with 100% employer match about $92,127 at 4% or $61,418 at 6%. |
| 2021 | 1 | 9 | $683,799 | $54,033 | $6,004iApproximate average salary by contribution assumption: employee only about $150,092 at 4% or $100,061 at 6%; with 50% employer match about $100,061 at 4% or $66,707 at 6%; with 100% employer match about $75,046 at 4% or $50,031 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 9 | $683,799 | $54,033 | $6,004iApproximate average salary by contribution assumption: employee only about $150,092 at 4% or $100,061 at 6%; with 50% employer match about $100,061 at 4% or $66,707 at 6%; with 100% employer match about $75,046 at 4% or $50,031 at 6%. |
| 2020 | 1 | 9 | $532,237 | $52,712 | $5,857iApproximate average salary by contribution assumption: employee only about $146,422 at 4% or $97,615 at 6%; with 50% employer match about $97,615 at 4% or $65,077 at 6%; with 100% employer match about $73,211 at 4% or $48,807 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 9 | $532,237 | $52,712 | $5,857iApproximate average salary by contribution assumption: employee only about $146,422 at 4% or $97,615 at 6%; with 50% employer match about $97,615 at 4% or $65,077 at 6%; with 100% employer match about $73,211 at 4% or $48,807 at 6%. |
| 2019 | 1 | 7 | $506,130 | $49,112 | $7,016iApproximate average salary by contribution assumption: employee only about $175,400 at 4% or $116,933 at 6%; with 50% employer match about $116,933 at 4% or $77,956 at 6%; with 100% employer match about $87,700 at 4% or $58,467 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 7 | $506,130 | $49,112 | $7,016iApproximate average salary by contribution assumption: employee only about $175,400 at 4% or $116,933 at 6%; with 50% employer match about $116,933 at 4% or $77,956 at 6%; with 100% employer match about $87,700 at 4% or $58,467 at 6%. |
| 2018 | 1 | 5 | $360,577 | $41,713 | $8,343iApproximate average salary by contribution assumption: employee only about $208,565 at 4% or $139,043 at 6%; with 50% employer match about $139,043 at 4% or $92,696 at 6%; with 100% employer match about $104,283 at 4% or $69,522 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 5 | $360,577 | $41,713 | $8,343iApproximate average salary by contribution assumption: employee only about $208,565 at 4% or $139,043 at 6%; with 50% employer match about $139,043 at 4% or $92,696 at 6%; with 100% employer match about $104,283 at 4% or $69,522 at 6%. |
| 2017 | 1 | 6 | $352,720 | $42,356 | $7,059iApproximate average salary by contribution assumption: employee only about $176,483 at 4% or $117,656 at 6%; with 50% employer match about $117,656 at 4% or $78,437 at 6%; with 100% employer match about $88,242 at 4% or $58,828 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 6 | $352,720 | $42,356 | $7,059iApproximate average salary by contribution assumption: employee only about $176,483 at 4% or $117,656 at 6%; with 50% employer match about $117,656 at 4% or $78,437 at 6%; with 100% employer match about $88,242 at 4% or $58,828 at 6%. |
| 2016 | 1 | 4 | $262,200 | $43,248 | $10,812iApproximate average salary by contribution assumption: employee only about $270,300 at 4% or $180,200 at 6%; with 50% employer match about $180,200 at 4% or $120,133 at 6%; with 100% employer match about $135,150 at 4% or $90,100 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 4 | $262,200 | $43,248 | $10,812iApproximate average salary by contribution assumption: employee only about $270,300 at 4% or $180,200 at 6%; with 50% employer match about $180,200 at 4% or $120,133 at 6%; with 100% employer match about $135,150 at 4% or $90,100 at 6%. |
| 2015 | 1 | 4 | $217,380 | $221,811 | $55,453iApproximate average salary by contribution assumption: employee only about $1,386,319 at 4% or $924,213 at 6%; with 50% employer match about $924,213 at 4% or $616,142 at 6%; with 100% employer match about $693,159 at 4% or $462,106 at 6%. |
| Wealthcare Partners Ltd 401(K) Plan | - | 4 | $217,380 | $221,811 | $55,453iApproximate average salary by contribution assumption: employee only about $1,386,319 at 4% or $924,213 at 6%; with 50% employer match about $924,213 at 4% or $616,142 at 6%; with 100% employer match about $693,159 at 4% or $462,106 at 6%. |