Civic Intelligence

Kara Nance MD PC D/B/A Wellessencemd

Plan context: Wellessencemd 401(K) Profit Sharing Plan & Trust

EIN 45-2044337 • Schaumburg, IL • 13 filings • 3 plans

919 North Plum GroveUnit ASchaumburg, IL 60173
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,352,178

2024 Contributions

$128,019

Historical Graphs

Total Assets Over Time

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

$1,352,178$676,089$0201220182024YearValue
$1,352,178Latest year 2024

Participants Over Time

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

1050201220182024YearValue
3Latest 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
202413$1,352,178$128,019$42,673iApproximate average salary by contribution assumption: employee only about $1,066,825 at 4% or $711,217 at 6%; with 50% employer match about $711,217 at 4% or $474,144 at 6%; with 100% employer match about $533,413 at 4% or $355,608 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-3$1,352,178$128,019$42,673iApproximate average salary by contribution assumption: employee only about $1,066,825 at 4% or $711,217 at 6%; with 50% employer match about $711,217 at 4% or $474,144 at 6%; with 100% employer match about $533,413 at 4% or $355,608 at 6%.
202313$1,192,796$106,745$35,582iApproximate average salary by contribution assumption: employee only about $889,542 at 4% or $593,028 at 6%; with 50% employer match about $593,028 at 4% or $395,352 at 6%; with 100% employer match about $444,771 at 4% or $296,514 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-3$1,192,796$106,745$35,582iApproximate average salary by contribution assumption: employee only about $889,542 at 4% or $593,028 at 6%; with 50% employer match about $593,028 at 4% or $395,352 at 6%; with 100% employer match about $444,771 at 4% or $296,514 at 6%.
202214$954,216$82,874$20,719iApproximate average salary by contribution assumption: employee only about $517,963 at 4% or $345,308 at 6%; with 50% employer match about $345,308 at 4% or $230,206 at 6%; with 100% employer match about $258,981 at 4% or $172,654 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-4$954,216$82,874$20,719iApproximate average salary by contribution assumption: employee only about $517,963 at 4% or $345,308 at 6%; with 50% employer match about $345,308 at 4% or $230,206 at 6%; with 100% employer match about $258,981 at 4% or $172,654 at 6%.
202114$1,117,235$84,810$21,203iApproximate average salary by contribution assumption: employee only about $530,063 at 4% or $353,375 at 6%; with 50% employer match about $353,375 at 4% or $235,583 at 6%; with 100% employer match about $265,031 at 4% or $176,688 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-4$1,117,235$84,810$21,203iApproximate average salary by contribution assumption: employee only about $530,063 at 4% or $353,375 at 6%; with 50% employer match about $353,375 at 4% or $235,583 at 6%; with 100% employer match about $265,031 at 4% or $176,688 at 6%.
202014$902,168$84,539$21,135iApproximate average salary by contribution assumption: employee only about $528,369 at 4% or $352,246 at 6%; with 50% employer match about $352,246 at 4% or $234,831 at 6%; with 100% employer match about $264,184 at 4% or $176,123 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-4$902,168$84,539$21,135iApproximate average salary by contribution assumption: employee only about $528,369 at 4% or $352,246 at 6%; with 50% employer match about $352,246 at 4% or $234,831 at 6%; with 100% employer match about $264,184 at 4% or $176,123 at 6%.
201914$683,932$82,376$20,594iApproximate average salary by contribution assumption: employee only about $514,850 at 4% or $343,233 at 6%; with 50% employer match about $343,233 at 4% or $228,822 at 6%; with 100% employer match about $257,425 at 4% or $171,617 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-4$683,932$82,376$20,594iApproximate average salary by contribution assumption: employee only about $514,850 at 4% or $343,233 at 6%; with 50% employer match about $343,233 at 4% or $228,822 at 6%; with 100% employer match about $257,425 at 4% or $171,617 at 6%.
201814$495,863$80,806$20,202iApproximate average salary by contribution assumption: employee only about $505,038 at 4% or $336,692 at 6%; with 50% employer match about $336,692 at 4% or $224,461 at 6%; with 100% employer match about $252,519 at 4% or $168,346 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-4$495,863$80,806$20,202iApproximate average salary by contribution assumption: employee only about $505,038 at 4% or $336,692 at 6%; with 50% employer match about $336,692 at 4% or $224,461 at 6%; with 100% employer match about $252,519 at 4% or $168,346 at 6%.
201716$445,616$77,761$12,960iApproximate average salary by contribution assumption: employee only about $324,004 at 4% or $216,003 at 6%; with 50% employer match about $216,003 at 4% or $144,002 at 6%; with 100% employer match about $162,002 at 4% or $108,001 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-6$445,616$77,761$12,960iApproximate average salary by contribution assumption: employee only about $324,004 at 4% or $216,003 at 6%; with 50% employer match about $216,003 at 4% or $144,002 at 6%; with 100% employer match about $162,002 at 4% or $108,001 at 6%.
201617$309,082$86,828$12,404iApproximate average salary by contribution assumption: employee only about $310,100 at 4% or $206,733 at 6%; with 50% employer match about $206,733 at 4% or $137,822 at 6%; with 100% employer match about $155,050 at 4% or $103,367 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-7$309,082$86,828$12,404iApproximate average salary by contribution assumption: employee only about $310,100 at 4% or $206,733 at 6%; with 50% employer match about $206,733 at 4% or $137,822 at 6%; with 100% employer match about $155,050 at 4% or $103,367 at 6%.
2015110$204,157$68,440$6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-10$204,157$68,440$6,844iApproximate average salary by contribution assumption: employee only about $171,100 at 4% or $114,067 at 6%; with 50% employer match about $114,067 at 4% or $76,044 at 6%; with 100% employer match about $85,550 at 4% or $57,033 at 6%.
201412$134,394$26,128$13,064iApproximate average salary by contribution assumption: employee only about $326,600 at 4% or $217,733 at 6%; with 50% employer match about $217,733 at 4% or $145,156 at 6%; with 100% employer match about $163,300 at 4% or $108,867 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-2$134,394$26,128$13,064iApproximate average salary by contribution assumption: employee only about $326,600 at 4% or $217,733 at 6%; with 50% employer match about $217,733 at 4% or $145,156 at 6%; with 100% employer match about $163,300 at 4% or $108,867 at 6%.
201313$99,577$66,599$22,200iApproximate average salary by contribution assumption: employee only about $554,992 at 4% or $369,994 at 6%; with 50% employer match about $369,994 at 4% or $246,663 at 6%; with 100% employer match about $277,496 at 4% or $184,997 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-3$99,577$66,599$22,200iApproximate average salary by contribution assumption: employee only about $554,992 at 4% or $369,994 at 6%; with 50% employer match about $369,994 at 4% or $246,663 at 6%; with 100% employer match about $277,496 at 4% or $184,997 at 6%.
201212$20,659$20,291$10,146iApproximate average salary by contribution assumption: employee only about $253,638 at 4% or $169,092 at 6%; with 50% employer match about $169,092 at 4% or $112,728 at 6%; with 100% employer match about $126,819 at 4% or $84,546 at 6%.
Wellessencemd 401(K) Profit Sharing Plan & Trust-2$20,659$20,291$10,146iApproximate average salary by contribution assumption: employee only about $253,638 at 4% or $169,092 at 6%; with 50% employer match about $169,092 at 4% or $112,728 at 6%; with 100% employer match about $126,819 at 4% or $84,546 at 6%.