Civic Intelligence

Wealth Health LLC

Plan context: Wealth Health LLC 401(K) Profit Sharing Plan

EIN 38-3825977 • Avon, OH • 12 filings • 1 plans

35651 Detroit RoadAvon, OH 44011
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,200,123

2024 Contributions

$426,687

Historical Graphs

Total Assets Over Time

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

$4,200,123$2,100,062$0201320192024YearValue
$4,200,123Latest year 2024

Participants Over Time

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

1790201320192024YearValue
17Latest 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
2024117$4,200,123$426,687$25,099iApproximate average salary by contribution assumption: employee only about $627,481 at 4% or $418,321 at 6%; with 50% employer match about $418,321 at 4% or $278,880 at 6%; with 100% employer match about $313,740 at 4% or $209,160 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-17$4,200,123$426,687$25,099iApproximate average salary by contribution assumption: employee only about $627,481 at 4% or $418,321 at 6%; with 50% employer match about $418,321 at 4% or $278,880 at 6%; with 100% employer match about $313,740 at 4% or $209,160 at 6%.
2023111$3,162,376$558,037$50,731iApproximate average salary by contribution assumption: employee only about $1,268,266 at 4% or $845,511 at 6%; with 50% employer match about $845,511 at 4% or $563,674 at 6%; with 100% employer match about $634,133 at 4% or $422,755 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-11$3,162,376$558,037$50,731iApproximate average salary by contribution assumption: employee only about $1,268,266 at 4% or $845,511 at 6%; with 50% employer match about $845,511 at 4% or $563,674 at 6%; with 100% employer match about $634,133 at 4% or $422,755 at 6%.
202219$2,015,619$414,324$46,036iApproximate average salary by contribution assumption: employee only about $1,150,900 at 4% or $767,267 at 6%; with 50% employer match about $767,267 at 4% or $511,511 at 6%; with 100% employer match about $575,450 at 4% or $383,633 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-9$2,015,619$414,324$46,036iApproximate average salary by contribution assumption: employee only about $1,150,900 at 4% or $767,267 at 6%; with 50% employer match about $767,267 at 4% or $511,511 at 6%; with 100% employer match about $575,450 at 4% or $383,633 at 6%.
2021110$2,314,805$238,222$23,822iApproximate average salary by contribution assumption: employee only about $595,555 at 4% or $397,037 at 6%; with 50% employer match about $397,037 at 4% or $264,691 at 6%; with 100% employer match about $297,778 at 4% or $198,518 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-10$2,314,805$238,222$23,822iApproximate average salary by contribution assumption: employee only about $595,555 at 4% or $397,037 at 6%; with 50% employer match about $397,037 at 4% or $264,691 at 6%; with 100% employer match about $297,778 at 4% or $198,518 at 6%.
202019$1,770,148$291,636$32,404iApproximate average salary by contribution assumption: employee only about $810,100 at 4% or $540,067 at 6%; with 50% employer match about $540,067 at 4% or $360,044 at 6%; with 100% employer match about $405,050 at 4% or $270,033 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-9$1,770,148$291,636$32,404iApproximate average salary by contribution assumption: employee only about $810,100 at 4% or $540,067 at 6%; with 50% employer match about $540,067 at 4% or $360,044 at 6%; with 100% employer match about $405,050 at 4% or $270,033 at 6%.
201918$1,157,769$187,100$23,388iApproximate average salary by contribution assumption: employee only about $584,688 at 4% or $389,792 at 6%; with 50% employer match about $389,792 at 4% or $259,861 at 6%; with 100% employer match about $292,344 at 4% or $194,896 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-8$1,157,769$187,100$23,388iApproximate average salary by contribution assumption: employee only about $584,688 at 4% or $389,792 at 6%; with 50% employer match about $389,792 at 4% or $259,861 at 6%; with 100% employer match about $292,344 at 4% or $194,896 at 6%.
201818$763,436$143,945$17,993iApproximate average salary by contribution assumption: employee only about $449,828 at 4% or $299,885 at 6%; with 50% employer match about $299,885 at 4% or $199,924 at 6%; with 100% employer match about $224,914 at 4% or $149,943 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-8$763,436$143,945$17,993iApproximate average salary by contribution assumption: employee only about $449,828 at 4% or $299,885 at 6%; with 50% employer match about $299,885 at 4% or $199,924 at 6%; with 100% employer match about $224,914 at 4% or $149,943 at 6%.
201716$671,925$119,549$19,925iApproximate average salary by contribution assumption: employee only about $498,121 at 4% or $332,081 at 6%; with 50% employer match about $332,081 at 4% or $221,387 at 6%; with 100% employer match about $249,060 at 4% or $166,040 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-6$671,925$119,549$19,925iApproximate average salary by contribution assumption: employee only about $498,121 at 4% or $332,081 at 6%; with 50% employer match about $332,081 at 4% or $221,387 at 6%; with 100% employer match about $249,060 at 4% or $166,040 at 6%.
201615$444,733$118,925$23,785iApproximate average salary by contribution assumption: employee only about $594,625 at 4% or $396,417 at 6%; with 50% employer match about $396,417 at 4% or $264,278 at 6%; with 100% employer match about $297,313 at 4% or $198,208 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-5$444,733$118,925$23,785iApproximate average salary by contribution assumption: employee only about $594,625 at 4% or $396,417 at 6%; with 50% employer match about $396,417 at 4% or $264,278 at 6%; with 100% employer match about $297,313 at 4% or $198,208 at 6%.
201516$293,076$124,187$20,698iApproximate average salary by contribution assumption: employee only about $517,446 at 4% or $344,964 at 6%; with 50% employer match about $344,964 at 4% or $229,976 at 6%; with 100% employer match about $258,723 at 4% or $172,482 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-6$293,076$124,187$20,698iApproximate average salary by contribution assumption: employee only about $517,446 at 4% or $344,964 at 6%; with 50% employer match about $344,964 at 4% or $229,976 at 6%; with 100% employer match about $258,723 at 4% or $172,482 at 6%.
201414$172,546$92,150$23,038iApproximate average salary by contribution assumption: employee only about $575,938 at 4% or $383,958 at 6%; with 50% employer match about $383,958 at 4% or $255,972 at 6%; with 100% employer match about $287,969 at 4% or $191,979 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-4$172,546$92,150$23,038iApproximate average salary by contribution assumption: employee only about $575,938 at 4% or $383,958 at 6%; with 50% employer match about $383,958 at 4% or $255,972 at 6%; with 100% employer match about $287,969 at 4% or $191,979 at 6%.
201314$72,237$66,365$16,591iApproximate average salary by contribution assumption: employee only about $414,781 at 4% or $276,521 at 6%; with 50% employer match about $276,521 at 4% or $184,347 at 6%; with 100% employer match about $207,391 at 4% or $138,260 at 6%.
Wealth Health LLC 401(K) Profit Sharing Plan-4$72,237$66,365$16,591iApproximate average salary by contribution assumption: employee only about $414,781 at 4% or $276,521 at 6%; with 50% employer match about $276,521 at 4% or $184,347 at 6%; with 100% employer match about $207,391 at 4% or $138,260 at 6%.