Civic Intelligence

Wellbound LLC

Plan context: Wellbound 401(K) Plan

EIN 36-4510754 • San Jose, CA • 13 filings • 2 plans

300 Santana RowSuite 300San Jose, CA 95128
Current Snapshot

Latest Year

2017

2017 Participants

162

2017 Assets

$11,156,221

2017 Contributions

$1,652,915

Historical Graphs

Total Assets Over Time

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

$11,156,221$5,578,111$0200520112016YearValue
$11,156,221Latest year 2016

Participants Over Time

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

162810200520112016YearValue
162Latest year 2016

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
201710$0$0-
Wellbound 401(K) Plan-0---
20161162$11,156,221$1,652,915$10,203iApproximate average salary by contribution assumption: employee only about $255,079 at 4% or $170,053 at 6%; with 50% employer match about $170,053 at 4% or $113,369 at 6%; with 100% employer match about $127,540 at 4% or $85,026 at 6%.
Wellbound 401(K) Plan-162$11,156,221$1,652,915$10,203iApproximate average salary by contribution assumption: employee only about $255,079 at 4% or $170,053 at 6%; with 50% employer match about $170,053 at 4% or $113,369 at 6%; with 100% employer match about $127,540 at 4% or $85,026 at 6%.
20151142$9,932,536$1,948,686$13,723iApproximate average salary by contribution assumption: employee only about $343,079 at 4% or $228,719 at 6%; with 50% employer match about $228,719 at 4% or $152,479 at 6%; with 100% employer match about $171,539 at 4% or $114,360 at 6%.
Wellbound 401(K) Plan-142$9,932,536$1,948,686$13,723iApproximate average salary by contribution assumption: employee only about $343,079 at 4% or $228,719 at 6%; with 50% employer match about $228,719 at 4% or $152,479 at 6%; with 100% employer match about $171,539 at 4% or $114,360 at 6%.
20141138$10,202,521$1,359,395$9,851iApproximate average salary by contribution assumption: employee only about $246,267 at 4% or $164,178 at 6%; with 50% employer match about $164,178 at 4% or $109,452 at 6%; with 100% employer match about $123,134 at 4% or $82,089 at 6%.
Wellbound 401(K) Plan-138$10,202,521$1,359,395$9,851iApproximate average salary by contribution assumption: employee only about $246,267 at 4% or $164,178 at 6%; with 50% employer match about $164,178 at 4% or $109,452 at 6%; with 100% employer match about $123,134 at 4% or $82,089 at 6%.
20131134$9,184,145$1,572,275$11,733iApproximate average salary by contribution assumption: employee only about $293,335 at 4% or $195,557 at 6%; with 50% employer match about $195,557 at 4% or $130,371 at 6%; with 100% employer match about $146,667 at 4% or $97,778 at 6%.
Wellbound 401(K) Plan-134$9,184,145$1,572,275$11,733iApproximate average salary by contribution assumption: employee only about $293,335 at 4% or $195,557 at 6%; with 50% employer match about $195,557 at 4% or $130,371 at 6%; with 100% employer match about $146,667 at 4% or $97,778 at 6%.
20121108$6,674,249$1,269,715$11,757iApproximate average salary by contribution assumption: employee only about $293,916 at 4% or $195,944 at 6%; with 50% employer match about $195,944 at 4% or $130,629 at 6%; with 100% employer match about $146,958 at 4% or $97,972 at 6%.
Wellbound 401(K) Plan-108$6,674,249$1,269,715$11,757iApproximate average salary by contribution assumption: employee only about $293,916 at 4% or $195,944 at 6%; with 50% employer match about $195,944 at 4% or $130,629 at 6%; with 100% employer match about $146,958 at 4% or $97,972 at 6%.
2011195$5,052,272$1,045,065$11,001iApproximate average salary by contribution assumption: employee only about $275,017 at 4% or $183,345 at 6%; with 50% employer match about $183,345 at 4% or $122,230 at 6%; with 100% employer match about $137,509 at 4% or $91,672 at 6%.
Wellbound 401(K) Plan-95$5,052,272$1,045,065$11,001iApproximate average salary by contribution assumption: employee only about $275,017 at 4% or $183,345 at 6%; with 50% employer match about $183,345 at 4% or $122,230 at 6%; with 100% employer match about $137,509 at 4% or $91,672 at 6%.
2010183$4,325,599$940,029$11,326iApproximate average salary by contribution assumption: employee only about $283,141 at 4% or $188,761 at 6%; with 50% employer match about $188,761 at 4% or $125,841 at 6%; with 100% employer match about $141,571 at 4% or $94,380 at 6%.
Wellbound 401(K) Plan-83$4,325,599$940,029$11,326iApproximate average salary by contribution assumption: employee only about $283,141 at 4% or $188,761 at 6%; with 50% employer match about $188,761 at 4% or $125,841 at 6%; with 100% employer match about $141,571 at 4% or $94,380 at 6%.
2009189$3,011,554$764,954$8,595iApproximate average salary by contribution assumption: employee only about $214,875 at 4% or $143,250 at 6%; with 50% employer match about $143,250 at 4% or $95,500 at 6%; with 100% employer match about $107,437 at 4% or $71,625 at 6%.
Wellbound 401(K) Plan-89$3,011,554$764,954$8,595iApproximate average salary by contribution assumption: employee only about $214,875 at 4% or $143,250 at 6%; with 50% employer match about $143,250 at 4% or $95,500 at 6%; with 100% employer match about $107,437 at 4% or $71,625 at 6%.
2008179$1,926,555$806,849$10,213iApproximate average salary by contribution assumption: employee only about $255,332 at 4% or $170,221 at 6%; with 50% employer match about $170,221 at 4% or $113,481 at 6%; with 100% employer match about $127,666 at 4% or $85,111 at 6%.
Wellbound 401(K) Plan-79$1,926,555$806,849$10,213iApproximate average salary by contribution assumption: employee only about $255,332 at 4% or $170,221 at 6%; with 50% employer match about $170,221 at 4% or $113,481 at 6%; with 100% employer match about $127,666 at 4% or $85,111 at 6%.
2007174$2,266,642$518,076$7,001iApproximate average salary by contribution assumption: employee only about $175,026 at 4% or $116,684 at 6%; with 50% employer match about $116,684 at 4% or $77,789 at 6%; with 100% employer match about $87,513 at 4% or $58,342 at 6%.
Wellbound 401(K) Plan-74$2,266,642$518,076$7,001iApproximate average salary by contribution assumption: employee only about $175,026 at 4% or $116,684 at 6%; with 50% employer match about $116,684 at 4% or $77,789 at 6%; with 100% employer match about $87,513 at 4% or $58,342 at 6%.
2006149$1,698,096$334,684$6,830iApproximate average salary by contribution assumption: employee only about $170,757 at 4% or $113,838 at 6%; with 50% employer match about $113,838 at 4% or $75,892 at 6%; with 100% employer match about $85,379 at 4% or $56,919 at 6%.
Wellbound 401(K) Plan-49$1,698,096$334,684$6,830iApproximate average salary by contribution assumption: employee only about $170,757 at 4% or $113,838 at 6%; with 50% employer match about $113,838 at 4% or $75,892 at 6%; with 100% employer match about $85,379 at 4% or $56,919 at 6%.
2005139$1,241,208$284,009$7,282iApproximate average salary by contribution assumption: employee only about $182,057 at 4% or $121,371 at 6%; with 50% employer match about $121,371 at 4% or $80,914 at 6%; with 100% employer match about $91,029 at 4% or $60,686 at 6%.
Wellbound 401(K) Plan-39$1,241,208$284,009$7,282iApproximate average salary by contribution assumption: employee only about $182,057 at 4% or $121,371 at 6%; with 50% employer match about $121,371 at 4% or $80,914 at 6%; with 100% employer match about $91,029 at 4% or $60,686 at 6%.