Wealthcare
Plan context: Wealthcare Incorporated 401(K) Ps Plan
EIN 41-1923641 • Cold Spring, MN • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$830,176
2024 Contributions
$143,547
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 | 25 | $830,176 | $143,547 | $5,742iApproximate average salary by contribution assumption: employee only about $143,547 at 4% or $95,698 at 6%; with 50% employer match about $95,698 at 4% or $63,799 at 6%; with 100% employer match about $71,774 at 4% or $47,849 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 25 | $830,176 | $143,547 | $5,742iApproximate average salary by contribution assumption: employee only about $143,547 at 4% or $95,698 at 6%; with 50% employer match about $95,698 at 4% or $63,799 at 6%; with 100% employer match about $71,774 at 4% or $47,849 at 6%. |
| 2023 | 1 | 26 | $878,176 | $213,257 | $8,202iApproximate average salary by contribution assumption: employee only about $205,055 at 4% or $136,703 at 6%; with 50% employer match about $136,703 at 4% or $91,135 at 6%; with 100% employer match about $102,527 at 4% or $68,352 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 26 | $878,176 | $213,257 | $8,202iApproximate average salary by contribution assumption: employee only about $205,055 at 4% or $136,703 at 6%; with 50% employer match about $136,703 at 4% or $91,135 at 6%; with 100% employer match about $102,527 at 4% or $68,352 at 6%. |
| 2022 | 1 | 26 | $585,866 | $149,533 | $5,751iApproximate average salary by contribution assumption: employee only about $143,782 at 4% or $95,854 at 6%; with 50% employer match about $95,854 at 4% or $63,903 at 6%; with 100% employer match about $71,891 at 4% or $47,927 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 26 | $585,866 | $149,533 | $5,751iApproximate average salary by contribution assumption: employee only about $143,782 at 4% or $95,854 at 6%; with 50% employer match about $95,854 at 4% or $63,903 at 6%; with 100% employer match about $71,891 at 4% or $47,927 at 6%. |
| 2021 | 1 | 20 | $567,060 | $94,407 | $4,720iApproximate average salary by contribution assumption: employee only about $118,009 at 4% or $78,673 at 6%; with 50% employer match about $78,673 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 20 | $567,060 | $94,407 | $4,720iApproximate average salary by contribution assumption: employee only about $118,009 at 4% or $78,673 at 6%; with 50% employer match about $78,673 at 4% or $52,448 at 6%; with 100% employer match about $59,004 at 4% or $39,336 at 6%. |
| 2020 | 1 | 10 | $433,470 | $53,681 | $5,368iApproximate average salary by contribution assumption: employee only about $134,203 at 4% or $89,468 at 6%; with 50% employer match about $89,468 at 4% or $59,646 at 6%; with 100% employer match about $67,101 at 4% or $44,734 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 10 | $433,470 | $53,681 | $5,368iApproximate average salary by contribution assumption: employee only about $134,203 at 4% or $89,468 at 6%; with 50% employer match about $89,468 at 4% or $59,646 at 6%; with 100% employer match about $67,101 at 4% or $44,734 at 6%. |
| 2019 | 1 | 11 | $337,755 | $41,169 | $3,743iApproximate average salary by contribution assumption: employee only about $93,566 at 4% or $62,377 at 6%; with 50% employer match about $62,377 at 4% or $41,585 at 6%; with 100% employer match about $46,783 at 4% or $31,189 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 11 | $337,755 | $41,169 | $3,743iApproximate average salary by contribution assumption: employee only about $93,566 at 4% or $62,377 at 6%; with 50% employer match about $62,377 at 4% or $41,585 at 6%; with 100% employer match about $46,783 at 4% or $31,189 at 6%. |
| 2018 | 1 | 10 | $238,730 | $37,483 | $3,748iApproximate average salary by contribution assumption: employee only about $93,708 at 4% or $62,472 at 6%; with 50% employer match about $62,472 at 4% or $41,648 at 6%; with 100% employer match about $46,854 at 4% or $31,236 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 10 | $238,730 | $37,483 | $3,748iApproximate average salary by contribution assumption: employee only about $93,708 at 4% or $62,472 at 6%; with 50% employer match about $62,472 at 4% or $41,648 at 6%; with 100% employer match about $46,854 at 4% or $31,236 at 6%. |
| 2017 | 1 | 9 | $233,279 | $23,040 | $2,560iApproximate average salary by contribution assumption: employee only about $64,000 at 4% or $42,667 at 6%; with 50% employer match about $42,667 at 4% or $28,444 at 6%; with 100% employer match about $32,000 at 4% or $21,333 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 9 | $233,279 | $23,040 | $2,560iApproximate average salary by contribution assumption: employee only about $64,000 at 4% or $42,667 at 6%; with 50% employer match about $42,667 at 4% or $28,444 at 6%; with 100% employer match about $32,000 at 4% or $21,333 at 6%. |
| 2016 | 1 | 10 | $170,169 | $45,415 | $4,542iApproximate average salary by contribution assumption: employee only about $113,538 at 4% or $75,692 at 6%; with 50% employer match about $75,692 at 4% or $50,461 at 6%; with 100% employer match about $56,769 at 4% or $37,846 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 10 | $170,169 | $45,415 | $4,542iApproximate average salary by contribution assumption: employee only about $113,538 at 4% or $75,692 at 6%; with 50% employer match about $75,692 at 4% or $50,461 at 6%; with 100% employer match about $56,769 at 4% or $37,846 at 6%. |
| 2015 | 1 | 10 | $141,443 | $18,693 | $1,869iApproximate average salary by contribution assumption: employee only about $46,733 at 4% or $31,155 at 6%; with 50% employer match about $31,155 at 4% or $20,770 at 6%; with 100% employer match about $23,366 at 4% or $15,578 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 10 | $141,443 | $18,693 | $1,869iApproximate average salary by contribution assumption: employee only about $46,733 at 4% or $31,155 at 6%; with 50% employer match about $31,155 at 4% or $20,770 at 6%; with 100% employer match about $23,366 at 4% or $15,578 at 6%. |
| 2014 | 1 | 8 | $124,231 | $16,984 | $2,123iApproximate average salary by contribution assumption: employee only about $53,075 at 4% or $35,383 at 6%; with 50% employer match about $35,383 at 4% or $23,589 at 6%; with 100% employer match about $26,538 at 4% or $17,692 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 8 | $124,231 | $16,984 | $2,123iApproximate average salary by contribution assumption: employee only about $53,075 at 4% or $35,383 at 6%; with 50% employer match about $35,383 at 4% or $23,589 at 6%; with 100% employer match about $26,538 at 4% or $17,692 at 6%. |
| 2013 | 1 | 9 | $101,250 | $15,948 | $1,772iApproximate average salary by contribution assumption: employee only about $44,300 at 4% or $29,533 at 6%; with 50% employer match about $29,533 at 4% or $19,689 at 6%; with 100% employer match about $22,150 at 4% or $14,767 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 9 | $101,250 | $15,948 | $1,772iApproximate average salary by contribution assumption: employee only about $44,300 at 4% or $29,533 at 6%; with 50% employer match about $29,533 at 4% or $19,689 at 6%; with 100% employer match about $22,150 at 4% or $14,767 at 6%. |
| 2012 | 1 | 5 | $83,518 | $15,184 | $3,037iApproximate average salary by contribution assumption: employee only about $75,920 at 4% or $50,613 at 6%; with 50% employer match about $50,613 at 4% or $33,742 at 6%; with 100% employer match about $37,960 at 4% or $25,307 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 5 | $83,518 | $15,184 | $3,037iApproximate average salary by contribution assumption: employee only about $75,920 at 4% or $50,613 at 6%; with 50% employer match about $50,613 at 4% or $33,742 at 6%; with 100% employer match about $37,960 at 4% or $25,307 at 6%. |
| 2011 | 1 | 6 | $82,839 | $16,370 | $2,728iApproximate average salary by contribution assumption: employee only about $68,208 at 4% or $45,472 at 6%; with 50% employer match about $45,472 at 4% or $30,315 at 6%; with 100% employer match about $34,104 at 4% or $22,736 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 6 | $82,839 | $16,370 | $2,728iApproximate average salary by contribution assumption: employee only about $68,208 at 4% or $45,472 at 6%; with 50% employer match about $45,472 at 4% or $30,315 at 6%; with 100% employer match about $34,104 at 4% or $22,736 at 6%. |
| 2010 | 1 | 6 | $72,027 | $15,497 | $2,583iApproximate average salary by contribution assumption: employee only about $64,571 at 4% or $43,047 at 6%; with 50% employer match about $43,047 at 4% or $28,698 at 6%; with 100% employer match about $32,285 at 4% or $21,524 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 6 | $72,027 | $15,497 | $2,583iApproximate average salary by contribution assumption: employee only about $64,571 at 4% or $43,047 at 6%; with 50% employer match about $43,047 at 4% or $28,698 at 6%; with 100% employer match about $32,285 at 4% or $21,524 at 6%. |
| 2009 | 1 | 6 | $46,984 | $15,414 | $2,569iApproximate average salary by contribution assumption: employee only about $64,225 at 4% or $42,817 at 6%; with 50% employer match about $42,817 at 4% or $28,544 at 6%; with 100% employer match about $32,113 at 4% or $21,408 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 6 | $46,984 | $15,414 | $2,569iApproximate average salary by contribution assumption: employee only about $64,225 at 4% or $42,817 at 6%; with 50% employer match about $42,817 at 4% or $28,544 at 6%; with 100% employer match about $32,113 at 4% or $21,408 at 6%. |
| 2008 | 1 | 7 | $18,519 | $15,231 | $2,176iApproximate average salary by contribution assumption: employee only about $54,396 at 4% or $36,264 at 6%; with 50% employer match about $36,264 at 4% or $24,176 at 6%; with 100% employer match about $27,198 at 4% or $18,132 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 7 | $18,519 | $15,231 | $2,176iApproximate average salary by contribution assumption: employee only about $54,396 at 4% or $36,264 at 6%; with 50% employer match about $36,264 at 4% or $24,176 at 6%; with 100% employer match about $27,198 at 4% or $18,132 at 6%. |
| 2007 | 1 | 5 | $41,105 | $41,959 | $8,392iApproximate average salary by contribution assumption: employee only about $209,795 at 4% or $139,863 at 6%; with 50% employer match about $139,863 at 4% or $93,242 at 6%; with 100% employer match about $104,897 at 4% or $69,932 at 6%. |
| Wealthcare Incorporated 401(K) Ps Plan | - | 5 | $41,105 | $41,959 | $8,392iApproximate average salary by contribution assumption: employee only about $209,795 at 4% or $139,863 at 6%; with 50% employer match about $139,863 at 4% or $93,242 at 6%; with 100% employer match about $104,897 at 4% or $69,932 at 6%. |