Civic Intelligence

CWC HEALTH CONSULTING, LLC

Plan context: CATT WEALTH CONSULTING 401(K) & PROFIT SHARING PLAN

EIN 45-4385008 • Matthews, NC • 3 filings • 3 plans

501 West John StreetMatthews, NC 28105
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$335,225

2025 Contributions

$111,548

Historical Graphs

Total Assets Over Time

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

$335,225$167,613$020132025YearValue
$335,225Latest year 2025

Participants Over Time

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

42020132025YearValue
4Latest year 2025

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
202514$335,225$111,548$27,887iApproximate average salary by contribution assumption: employee only about $697,175 at 4% or $464,783 at 6%; with 50% employer match about $464,783 at 4% or $309,856 at 6%; with 100% employer match about $348,588 at 4% or $232,392 at 6%.
CATT WEALTH CONSULTING 401(K) & PROFIT SHARING PLAN-4$335,225$111,548$27,887iApproximate average salary by contribution assumption: employee only about $697,175 at 4% or $464,783 at 6%; with 50% employer match about $464,783 at 4% or $309,856 at 6%; with 100% employer match about $348,588 at 4% or $232,392 at 6%.
201321$17,756$17,160$17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%.
CWC 401K & PROFIT SHARING PLAN-1$8,878$8,580$8,580iApproximate average salary by contribution assumption: employee only about $214,500 at 4% or $143,000 at 6%; with 50% employer match about $143,000 at 4% or $95,333 at 6%; with 100% employer match about $107,250 at 4% or $71,500 at 6%.
CATT WEALTH CONSULTING, LLC-1$8,878$8,580$8,580iApproximate average salary by contribution assumption: employee only about $214,500 at 4% or $143,000 at 6%; with 50% employer match about $143,000 at 4% or $95,333 at 6%; with 100% employer match about $107,250 at 4% or $71,500 at 6%.