Civic Intelligence

Lifewise Inc.

Plan context: Lifewise 403(B) Plan

EIN 45-4002535 • Hilliard, OH • 13 filings • 4 plans

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5375 Grace StreetHilliard, OH 43026
Current Snapshot

Latest Year

2024

2024 Participants

179

2024 Assets

$1,827,868

2024 Contributions

$618,453

Historical Graphs

Total Assets Over Time

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

$1,827,868$913,934$0201720212024YearValue
$1,827,868Latest year 2024

Participants Over Time

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

179900201720212024YearValue
179Latest 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
20241179$1,827,868$618,453$3,455iApproximate average salary by contribution assumption: employee only about $86,376 at 4% or $57,584 at 6%; with 50% employer match about $57,584 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
Lifewise 403(B) Plan-179$1,827,868$618,453$3,455iApproximate average salary by contribution assumption: employee only about $86,376 at 4% or $57,584 at 6%; with 50% employer match about $57,584 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
20232111$1,060,331$754,110$6,794iApproximate average salary by contribution assumption: employee only about $169,845 at 4% or $113,230 at 6%; with 50% employer match about $113,230 at 4% or $75,486 at 6%; with 100% employer match about $84,922 at 4% or $56,615 at 6%.
Lifewise 403(B) Plan-111$1,060,331$491,502$4,428iApproximate average salary by contribution assumption: employee only about $110,699 at 4% or $73,799 at 6%; with 50% employer match about $73,799 at 4% or $49,199 at 6%; with 100% employer match about $55,349 at 4% or $36,900 at 6%.
LIFEWISE, INC. SOCA BENEFIT PLAN-0$0$262,608-
2022249$492,352$360,240$7,352iApproximate average salary by contribution assumption: employee only about $183,796 at 4% or $122,531 at 6%; with 50% employer match about $122,531 at 4% or $81,687 at 6%; with 100% employer match about $91,898 at 4% or $61,265 at 6%.
Lifewise 403(B) Plan-49$480,474$182,803$3,731iApproximate average salary by contribution assumption: employee only about $93,267 at 4% or $62,178 at 6%; with 50% employer match about $62,178 at 4% or $41,452 at 6%; with 100% employer match about $46,633 at 4% or $31,089 at 6%.
STAND FOR TRUTH SOCA BENEFIT PLAN-20$11,878$177,437$8,872iApproximate average salary by contribution assumption: employee only about $221,796 at 4% or $147,864 at 6%; with 50% employer match about $147,864 at 4% or $98,576 at 6%; with 100% employer match about $110,898 at 4% or $73,932 at 6%.
2021219$407,532$166,938$8,786iApproximate average salary by contribution assumption: employee only about $219,655 at 4% or $146,437 at 6%; with 50% employer match about $146,437 at 4% or $97,625 at 6%; with 100% employer match about $109,828 at 4% or $73,218 at 6%.
Lifewise 403(B) Plan-19$402,018$92,093$4,847iApproximate average salary by contribution assumption: employee only about $121,175 at 4% or $80,783 at 6%; with 50% employer match about $80,783 at 4% or $53,856 at 6%; with 100% employer match about $60,588 at 4% or $40,392 at 6%.
STAND FOR TRUTH SOCA BENEFIT PLAN-13$5,514$74,845$5,757iApproximate average salary by contribution assumption: employee only about $143,933 at 4% or $95,955 at 6%; with 50% employer match about $95,955 at 4% or $63,970 at 6%; with 100% employer match about $71,966 at 4% or $47,978 at 6%.
2020218$262,746$95,102$5,283iApproximate average salary by contribution assumption: employee only about $132,086 at 4% or $88,057 at 6%; with 50% employer match about $88,057 at 4% or $58,705 at 6%; with 100% employer match about $66,043 at 4% or $44,029 at 6%.
Lifewise 403(B) Plan-18$259,782$64,667$3,593iApproximate average salary by contribution assumption: employee only about $89,815 at 4% or $59,877 at 6%; with 50% employer match about $59,877 at 4% or $39,918 at 6%; with 100% employer match about $44,908 at 4% or $29,938 at 6%.
STAND FOR TRUTH SOCA BENEFIT PLAN-7$2,964$30,435$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,310 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
2019210$165,367$71,612$7,161iApproximate average salary by contribution assumption: employee only about $179,030 at 4% or $119,353 at 6%; with 50% employer match about $119,353 at 4% or $79,569 at 6%; with 100% employer match about $89,515 at 4% or $59,677 at 6%.
Lifewise 403(B) Plan-10$164,270$63,344$6,334iApproximate average salary by contribution assumption: employee only about $158,360 at 4% or $105,573 at 6%; with 50% employer match about $105,573 at 4% or $70,382 at 6%; with 100% employer match about $79,180 at 4% or $52,787 at 6%.
STAND FOR TRUTH SOCA BENEFIT PLAN-4$1,097$8,268$2,067iApproximate average salary by contribution assumption: employee only about $51,675 at 4% or $34,450 at 6%; with 50% employer match about $34,450 at 4% or $22,967 at 6%; with 100% employer match about $25,838 at 4% or $17,225 at 6%.
201817$78,915$39,168$5,595iApproximate average salary by contribution assumption: employee only about $139,886 at 4% or $93,257 at 6%; with 50% employer match about $93,257 at 4% or $62,171 at 6%; with 100% employer match about $69,943 at 4% or $46,629 at 6%.
Lifewise 403(B) Plan-7$78,915$39,168$5,595iApproximate average salary by contribution assumption: employee only about $139,886 at 4% or $93,257 at 6%; with 50% employer match about $93,257 at 4% or $62,171 at 6%; with 100% employer match about $69,943 at 4% or $46,629 at 6%.
201719$80,786$77,443$8,605iApproximate average salary by contribution assumption: employee only about $215,119 at 4% or $143,413 at 6%; with 50% employer match about $143,413 at 4% or $95,609 at 6%; with 100% employer match about $107,560 at 4% or $71,706 at 6%.
Lifewise 403(B) Plan-9$80,786$77,443$8,605iApproximate average salary by contribution assumption: employee only about $215,119 at 4% or $143,413 at 6%; with 50% employer match about $143,413 at 4% or $95,609 at 6%; with 100% employer match about $107,560 at 4% or $71,706 at 6%.