Prosperwell Financial LLC
Plan context: Prosperwell Financial 401(K) Savings Plan
EIN 45-3631185 • Minnetonka, MN • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$885,201
2024 Contributions
$114,056
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 | 10 | $885,201 | $114,056 | $11,406iApproximate average salary by contribution assumption: employee only about $285,140 at 4% or $190,093 at 6%; with 50% employer match about $190,093 at 4% or $126,729 at 6%; with 100% employer match about $142,570 at 4% or $95,047 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 10 | $885,201 | $114,056 | $11,406iApproximate average salary by contribution assumption: employee only about $285,140 at 4% or $190,093 at 6%; with 50% employer match about $190,093 at 4% or $126,729 at 6%; with 100% employer match about $142,570 at 4% or $95,047 at 6%. |
| 2023 | 1 | 9 | $654,891 | $98,231 | $10,915iApproximate average salary by contribution assumption: employee only about $272,864 at 4% or $181,909 at 6%; with 50% employer match about $181,909 at 4% or $121,273 at 6%; with 100% employer match about $136,432 at 4% or $90,955 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 9 | $654,891 | $98,231 | $10,915iApproximate average salary by contribution assumption: employee only about $272,864 at 4% or $181,909 at 6%; with 50% employer match about $181,909 at 4% or $121,273 at 6%; with 100% employer match about $136,432 at 4% or $90,955 at 6%. |
| 2022 | 1 | 5 | $429,663 | $83,952 | $16,790iApproximate average salary by contribution assumption: employee only about $419,760 at 4% or $279,840 at 6%; with 50% employer match about $279,840 at 4% or $186,560 at 6%; with 100% employer match about $209,880 at 4% or $139,920 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 5 | $429,663 | $83,952 | $16,790iApproximate average salary by contribution assumption: employee only about $419,760 at 4% or $279,840 at 6%; with 50% employer match about $279,840 at 4% or $186,560 at 6%; with 100% employer match about $209,880 at 4% or $139,920 at 6%. |
| 2021 | 1 | 5 | $536,057 | $65,821 | $13,164iApproximate average salary by contribution assumption: employee only about $329,105 at 4% or $219,403 at 6%; with 50% employer match about $219,403 at 4% or $146,269 at 6%; with 100% employer match about $164,553 at 4% or $109,702 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 5 | $536,057 | $65,821 | $13,164iApproximate average salary by contribution assumption: employee only about $329,105 at 4% or $219,403 at 6%; with 50% employer match about $219,403 at 4% or $146,269 at 6%; with 100% employer match about $164,553 at 4% or $109,702 at 6%. |
| 2020 | 1 | 5 | $445,637 | $42,963 | $8,593iApproximate average salary by contribution assumption: employee only about $214,815 at 4% or $143,210 at 6%; with 50% employer match about $143,210 at 4% or $95,473 at 6%; with 100% employer match about $107,408 at 4% or $71,605 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 5 | $445,637 | $42,963 | $8,593iApproximate average salary by contribution assumption: employee only about $214,815 at 4% or $143,210 at 6%; with 50% employer match about $143,210 at 4% or $95,473 at 6%; with 100% employer match about $107,408 at 4% or $71,605 at 6%. |
| 2019 | 1 | 3 | $241,183 | $33,963 | $11,321iApproximate average salary by contribution assumption: employee only about $283,025 at 4% or $188,683 at 6%; with 50% employer match about $188,683 at 4% or $125,789 at 6%; with 100% employer match about $141,513 at 4% or $94,342 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 3 | $241,183 | $33,963 | $11,321iApproximate average salary by contribution assumption: employee only about $283,025 at 4% or $188,683 at 6%; with 50% employer match about $188,683 at 4% or $125,789 at 6%; with 100% employer match about $141,513 at 4% or $94,342 at 6%. |
| 2018 | 1 | 4 | $165,716 | $39,807 | $9,952iApproximate average salary by contribution assumption: employee only about $248,794 at 4% or $165,863 at 6%; with 50% employer match about $165,863 at 4% or $110,575 at 6%; with 100% employer match about $124,397 at 4% or $82,931 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 4 | $165,716 | $39,807 | $9,952iApproximate average salary by contribution assumption: employee only about $248,794 at 4% or $165,863 at 6%; with 50% employer match about $165,863 at 4% or $110,575 at 6%; with 100% employer match about $124,397 at 4% or $82,931 at 6%. |
| 2017 | 1 | 5 | $131,803 | $28,661 | $5,732iApproximate average salary by contribution assumption: employee only about $143,305 at 4% or $95,537 at 6%; with 50% employer match about $95,537 at 4% or $63,691 at 6%; with 100% employer match about $71,653 at 4% or $47,768 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 5 | $131,803 | $28,661 | $5,732iApproximate average salary by contribution assumption: employee only about $143,305 at 4% or $95,537 at 6%; with 50% employer match about $95,537 at 4% or $63,691 at 6%; with 100% employer match about $71,653 at 4% or $47,768 at 6%. |
| 2016 | 1 | 2 | $76,322 | $25,520 | $12,760iApproximate average salary by contribution assumption: employee only about $319,000 at 4% or $212,667 at 6%; with 50% employer match about $212,667 at 4% or $141,778 at 6%; with 100% employer match about $159,500 at 4% or $106,333 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 2 | $76,322 | $25,520 | $12,760iApproximate average salary by contribution assumption: employee only about $319,000 at 4% or $212,667 at 6%; with 50% employer match about $212,667 at 4% or $141,778 at 6%; with 100% employer match about $159,500 at 4% or $106,333 at 6%. |
| 2015 | 1 | 3 | $47,845 | $26,345 | $8,782iApproximate average salary by contribution assumption: employee only about $219,542 at 4% or $146,361 at 6%; with 50% employer match about $146,361 at 4% or $97,574 at 6%; with 100% employer match about $109,771 at 4% or $73,181 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 3 | $47,845 | $26,345 | $8,782iApproximate average salary by contribution assumption: employee only about $219,542 at 4% or $146,361 at 6%; with 50% employer match about $146,361 at 4% or $97,574 at 6%; with 100% employer match about $109,771 at 4% or $73,181 at 6%. |
| 2014 | 1 | 4 | $26,604 | $25,832 | $6,458iApproximate average salary by contribution assumption: employee only about $161,450 at 4% or $107,633 at 6%; with 50% employer match about $107,633 at 4% or $71,756 at 6%; with 100% employer match about $80,725 at 4% or $53,817 at 6%. |
| Prosperwell Financial 401(K) Savings Plan | - | 4 | $26,604 | $25,832 | $6,458iApproximate average salary by contribution assumption: employee only about $161,450 at 4% or $107,633 at 6%; with 50% employer match about $107,633 at 4% or $71,756 at 6%; with 100% employer match about $80,725 at 4% or $53,817 at 6%. |