Civic Intelligence

Karen Isselbacher, MD LLC

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

EIN 45-3773498 • Wellesley Hills, MA • 12 filings • 2 plans

70 Hastings St, Suite 200Wellesley Hills, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,967,149

2024 Contributions

$213,851

Historical Graphs

Total Assets Over Time

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

$1,967,149$983,575$0201320192024YearValue
$1,967,149Latest year 2024

Participants Over Time

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

840201320192024YearValue
8Latest 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
202418$1,967,149$213,851$26,731iApproximate average salary by contribution assumption: employee only about $668,284 at 4% or $445,523 at 6%; with 50% employer match about $445,523 at 4% or $297,015 at 6%; with 100% employer match about $334,142 at 4% or $222,761 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-8$1,967,149$213,851$26,731iApproximate average salary by contribution assumption: employee only about $668,284 at 4% or $445,523 at 6%; with 50% employer match about $445,523 at 4% or $297,015 at 6%; with 100% employer match about $334,142 at 4% or $222,761 at 6%.
202316$1,540,943$129,509$21,585iApproximate average salary by contribution assumption: employee only about $539,621 at 4% or $359,747 at 6%; with 50% employer match about $359,747 at 4% or $239,831 at 6%; with 100% employer match about $269,810 at 4% or $179,874 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-6$1,540,943$129,509$21,585iApproximate average salary by contribution assumption: employee only about $539,621 at 4% or $359,747 at 6%; with 50% employer match about $359,747 at 4% or $239,831 at 6%; with 100% employer match about $269,810 at 4% or $179,874 at 6%.
202216$1,220,624$114,470$19,078iApproximate average salary by contribution assumption: employee only about $476,958 at 4% or $317,972 at 6%; with 50% employer match about $317,972 at 4% or $211,981 at 6%; with 100% employer match about $238,479 at 4% or $158,986 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-6$1,220,624$114,470$19,078iApproximate average salary by contribution assumption: employee only about $476,958 at 4% or $317,972 at 6%; with 50% employer match about $317,972 at 4% or $211,981 at 6%; with 100% employer match about $238,479 at 4% or $158,986 at 6%.
202116$1,291,462$110,810$18,468iApproximate average salary by contribution assumption: employee only about $461,708 at 4% or $307,806 at 6%; with 50% employer match about $307,806 at 4% or $205,204 at 6%; with 100% employer match about $230,854 at 4% or $153,903 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-6$1,291,462$110,810$18,468iApproximate average salary by contribution assumption: employee only about $461,708 at 4% or $307,806 at 6%; with 50% employer match about $307,806 at 4% or $205,204 at 6%; with 100% employer match about $230,854 at 4% or $153,903 at 6%.
202017$1,021,143$110,593$15,799iApproximate average salary by contribution assumption: employee only about $394,975 at 4% or $263,317 at 6%; with 50% employer match about $263,317 at 4% or $175,544 at 6%; with 100% employer match about $197,488 at 4% or $131,658 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-7$1,021,143$110,593$15,799iApproximate average salary by contribution assumption: employee only about $394,975 at 4% or $263,317 at 6%; with 50% employer match about $263,317 at 4% or $175,544 at 6%; with 100% employer match about $197,488 at 4% or $131,658 at 6%.
201916$798,705$102,147$17,025iApproximate average salary by contribution assumption: employee only about $425,613 at 4% or $283,742 at 6%; with 50% employer match about $283,742 at 4% or $189,161 at 6%; with 100% employer match about $212,806 at 4% or $141,871 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-6$798,705$102,147$17,025iApproximate average salary by contribution assumption: employee only about $425,613 at 4% or $283,742 at 6%; with 50% employer match about $283,742 at 4% or $189,161 at 6%; with 100% employer match about $212,806 at 4% or $141,871 at 6%.
201816$584,597$102,066$17,011iApproximate average salary by contribution assumption: employee only about $425,275 at 4% or $283,517 at 6%; with 50% employer match about $283,517 at 4% or $189,011 at 6%; with 100% employer match about $212,638 at 4% or $141,758 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-6$584,597$102,066$17,011iApproximate average salary by contribution assumption: employee only about $425,275 at 4% or $283,517 at 6%; with 50% employer match about $283,517 at 4% or $189,011 at 6%; with 100% employer match about $212,638 at 4% or $141,758 at 6%.
201714$504,648$89,139$22,285iApproximate average salary by contribution assumption: employee only about $557,119 at 4% or $371,413 at 6%; with 50% employer match about $371,413 at 4% or $247,608 at 6%; with 100% employer match about $278,559 at 4% or $185,706 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-4$504,648$89,139$22,285iApproximate average salary by contribution assumption: employee only about $557,119 at 4% or $371,413 at 6%; with 50% employer match about $371,413 at 4% or $247,608 at 6%; with 100% employer match about $278,559 at 4% or $185,706 at 6%.
201615$380,866$89,962$17,992iApproximate average salary by contribution assumption: employee only about $449,810 at 4% or $299,873 at 6%; with 50% employer match about $299,873 at 4% or $199,916 at 6%; with 100% employer match about $224,905 at 4% or $149,937 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-5$380,866$89,962$17,992iApproximate average salary by contribution assumption: employee only about $449,810 at 4% or $299,873 at 6%; with 50% employer match about $299,873 at 4% or $199,916 at 6%; with 100% employer match about $224,905 at 4% or $149,937 at 6%.
201515$263,888$88,969$17,794iApproximate average salary by contribution assumption: employee only about $444,845 at 4% or $296,563 at 6%; with 50% employer match about $296,563 at 4% or $197,709 at 6%; with 100% employer match about $222,423 at 4% or $148,282 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-5$263,888$88,969$17,794iApproximate average salary by contribution assumption: employee only about $444,845 at 4% or $296,563 at 6%; with 50% employer match about $296,563 at 4% or $197,709 at 6%; with 100% employer match about $222,423 at 4% or $148,282 at 6%.
201414$178,766$85,954$21,489iApproximate average salary by contribution assumption: employee only about $537,213 at 4% or $358,142 at 6%; with 50% employer match about $358,142 at 4% or $238,761 at 6%; with 100% employer match about $268,606 at 4% or $179,071 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-4$178,766$85,954$21,489iApproximate average salary by contribution assumption: employee only about $537,213 at 4% or $358,142 at 6%; with 50% employer match about $358,142 at 4% or $238,761 at 6%; with 100% employer match about $268,606 at 4% or $179,071 at 6%.
201314$87,657$82,018$20,505iApproximate average salary by contribution assumption: employee only about $512,613 at 4% or $341,742 at 6%; with 50% employer match about $341,742 at 4% or $227,828 at 6%; with 100% employer match about $256,306 at 4% or $170,871 at 6%.
Exceptional Health LLC 401(K) Profit Sharing Plan-4$87,657$82,018$20,505iApproximate average salary by contribution assumption: employee only about $512,613 at 4% or $341,742 at 6%; with 50% employer match about $341,742 at 4% or $227,828 at 6%; with 100% employer match about $256,306 at 4% or $170,871 at 6%.