Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$4,747,603
2024 Contributions
$1,682,487
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 | 8 | $4,747,603 | $1,682,487 | $210,311iApproximate average salary by contribution assumption: employee only about $5,257,772 at 4% or $3,505,181 at 6%; with 50% employer match about $3,505,181 at 4% or $2,336,788 at 6%; with 100% employer match about $2,628,886 at 4% or $1,752,591 at 6%. |
| Wellframe 401(K) Plan | - | 8 | $4,747,603 | $1,682,487 | $210,311iApproximate average salary by contribution assumption: employee only about $5,257,772 at 4% or $3,505,181 at 6%; with 50% employer match about $3,505,181 at 4% or $2,336,788 at 6%; with 100% employer match about $2,628,886 at 4% or $1,752,591 at 6%. |
| 2022 | 1 | 0 | $0 | $0 | - |
| Wellframe 401(K) Plan | - | 0 | - | - | - |
| 2021 | 1 | 8 | $4,747,603 | $1,682,487 | $210,311iApproximate average salary by contribution assumption: employee only about $5,257,772 at 4% or $3,505,181 at 6%; with 50% employer match about $3,505,181 at 4% or $2,336,788 at 6%; with 100% employer match about $2,628,886 at 4% or $1,752,591 at 6%. |
| Wellframe 401(K) Plan | - | 8 | $4,747,603 | $1,682,487 | $210,311iApproximate average salary by contribution assumption: employee only about $5,257,772 at 4% or $3,505,181 at 6%; with 50% employer match about $3,505,181 at 4% or $2,336,788 at 6%; with 100% employer match about $2,628,886 at 4% or $1,752,591 at 6%. |
| 2020 | 2 | 163 | $3,478,447 | $1,603,079 | $9,835iApproximate average salary by contribution assumption: employee only about $245,871 at 4% or $163,914 at 6%; with 50% employer match about $163,914 at 4% or $109,276 at 6%; with 100% employer match about $122,936 at 4% or $81,957 at 6%. |
| Wellframe 401(K) Plan | - | 130 | $3,478,447 | $1,603,079 | $12,331iApproximate average salary by contribution assumption: employee only about $308,284 at 4% or $205,523 at 6%; with 50% employer match about $205,523 at 4% or $137,015 at 6%; with 100% employer match about $154,142 at 4% or $102,761 at 6%. |
| WELLFRAME, INC. | - | 163 | - | - | - |
| 2019 | 1 | 77 | $1,695,655 | $652,993 | $8,480iApproximate average salary by contribution assumption: employee only about $212,011 at 4% or $141,340 at 6%; with 50% employer match about $141,340 at 4% or $94,227 at 6%; with 100% employer match about $106,005 at 4% or $70,670 at 6%. |
| Wellframe 401(K) Plan | - | 77 | $1,695,655 | $652,993 | $8,480iApproximate average salary by contribution assumption: employee only about $212,011 at 4% or $141,340 at 6%; with 50% employer match about $141,340 at 4% or $94,227 at 6%; with 100% employer match about $106,005 at 4% or $70,670 at 6%. |
| 2018 | 1 | 55 | $883,621 | $632,492 | $11,500iApproximate average salary by contribution assumption: employee only about $287,496 at 4% or $191,664 at 6%; with 50% employer match about $191,664 at 4% or $127,776 at 6%; with 100% employer match about $143,748 at 4% or $95,832 at 6%. |
| Wellframe 401(K) Plan | - | 55 | $883,621 | $632,492 | $11,500iApproximate average salary by contribution assumption: employee only about $287,496 at 4% or $191,664 at 6%; with 50% employer match about $191,664 at 4% or $127,776 at 6%; with 100% employer match about $143,748 at 4% or $95,832 at 6%. |
| 2017 | 1 | 32 | $334,660 | $323,317 | $10,104iApproximate average salary by contribution assumption: employee only about $252,591 at 4% or $168,394 at 6%; with 50% employer match about $168,394 at 4% or $112,263 at 6%; with 100% employer match about $126,296 at 4% or $84,197 at 6%. |
| Wellframe 401(K) Plan | - | 32 | $334,660 | $323,317 | $10,104iApproximate average salary by contribution assumption: employee only about $252,591 at 4% or $168,394 at 6%; with 50% employer match about $168,394 at 4% or $112,263 at 6%; with 100% employer match about $126,296 at 4% or $84,197 at 6%. |