Civic Intelligence

Wellaware Holdings Inc.

Plan context: Wellaware Holdings Inc. 401(K) Plan

EIN 46-1678878 • San Antonio, TX • 11 filings • 1 plans

3424 Paesanos ParkwaySuite 200San Antonio, TX 78231
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$1,797,060

2024 Contributions

$109,000

Historical Graphs

Total Assets Over Time

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

$2,579,605$1,289,803$0201420192024YearValue
$1,797,060Latest year 2024

Participants Over Time

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

38190201420192024YearValue
31Latest 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
2024131$1,797,060$109,000$3,516iApproximate average salary by contribution assumption: employee only about $87,903 at 4% or $58,602 at 6%; with 50% employer match about $58,602 at 4% or $39,068 at 6%; with 100% employer match about $43,952 at 4% or $29,301 at 6%.
Wellaware Holdings Inc. 401(K) Plan-31$1,797,060$109,000$3,516iApproximate average salary by contribution assumption: employee only about $87,903 at 4% or $58,602 at 6%; with 50% employer match about $58,602 at 4% or $39,068 at 6%; with 100% employer match about $43,952 at 4% or $29,301 at 6%.
2023129$1,495,093$71,622$2,470iApproximate average salary by contribution assumption: employee only about $61,743 at 4% or $41,162 at 6%; with 50% employer match about $41,162 at 4% or $27,441 at 6%; with 100% employer match about $30,872 at 4% or $20,581 at 6%.
Wellaware Holdings Inc. 401(K) Plan-29$1,495,093$71,622$2,470iApproximate average salary by contribution assumption: employee only about $61,743 at 4% or $41,162 at 6%; with 50% employer match about $41,162 at 4% or $27,441 at 6%; with 100% employer match about $30,872 at 4% or $20,581 at 6%.
2022134$1,507,044$109,067$3,208iApproximate average salary by contribution assumption: employee only about $80,196 at 4% or $53,464 at 6%; with 50% employer match about $53,464 at 4% or $35,643 at 6%; with 100% employer match about $40,098 at 4% or $26,732 at 6%.
Wellaware Holdings Inc. 401(K) Plan-34$1,507,044$109,067$3,208iApproximate average salary by contribution assumption: employee only about $80,196 at 4% or $53,464 at 6%; with 50% employer match about $53,464 at 4% or $35,643 at 6%; with 100% employer match about $40,098 at 4% or $26,732 at 6%.
2021133$2,579,605$174,401$5,285iApproximate average salary by contribution assumption: employee only about $132,122 at 4% or $88,081 at 6%; with 50% employer match about $88,081 at 4% or $58,721 at 6%; with 100% employer match about $66,061 at 4% or $44,041 at 6%.
Wellaware Holdings Inc. 401(K) Plan-33$2,579,605$174,401$5,285iApproximate average salary by contribution assumption: employee only about $132,122 at 4% or $88,081 at 6%; with 50% employer match about $88,081 at 4% or $58,721 at 6%; with 100% employer match about $66,061 at 4% or $44,041 at 6%.
2020138$2,312,707$241,152$6,346iApproximate average salary by contribution assumption: employee only about $158,653 at 4% or $105,768 at 6%; with 50% employer match about $105,768 at 4% or $70,512 at 6%; with 100% employer match about $79,326 at 4% or $52,884 at 6%.
Wellaware Holdings Inc. 401(K) Plan-38$2,312,707$241,152$6,346iApproximate average salary by contribution assumption: employee only about $158,653 at 4% or $105,768 at 6%; with 50% employer match about $105,768 at 4% or $70,512 at 6%; with 100% employer match about $79,326 at 4% or $52,884 at 6%.
2019129$2,366,339$242,622$8,366iApproximate average salary by contribution assumption: employee only about $209,157 at 4% or $139,438 at 6%; with 50% employer match about $139,438 at 4% or $92,959 at 6%; with 100% employer match about $104,578 at 4% or $69,719 at 6%.
Wellaware Holdings Inc. 401(K) Plan-29$2,366,339$242,622$8,366iApproximate average salary by contribution assumption: employee only about $209,157 at 4% or $139,438 at 6%; with 50% employer match about $139,438 at 4% or $92,959 at 6%; with 100% employer match about $104,578 at 4% or $69,719 at 6%.
2018131$1,984,832$345,125$11,133iApproximate average salary by contribution assumption: employee only about $278,327 at 4% or $185,551 at 6%; with 50% employer match about $185,551 at 4% or $123,701 at 6%; with 100% employer match about $139,163 at 4% or $92,776 at 6%.
Wellaware Holdings Inc. 401(K) Plan-31$1,984,832$345,125$11,133iApproximate average salary by contribution assumption: employee only about $278,327 at 4% or $185,551 at 6%; with 50% employer match about $185,551 at 4% or $123,701 at 6%; with 100% employer match about $139,163 at 4% or $92,776 at 6%.
2017129$1,899,310$860,643$29,677iApproximate average salary by contribution assumption: employee only about $741,934 at 4% or $494,622 at 6%; with 50% employer match about $494,622 at 4% or $329,748 at 6%; with 100% employer match about $370,967 at 4% or $247,311 at 6%.
Wellaware Holdings Inc. 401(K) Plan-29$1,899,310$860,643$29,677iApproximate average salary by contribution assumption: employee only about $741,934 at 4% or $494,622 at 6%; with 50% employer match about $494,622 at 4% or $329,748 at 6%; with 100% employer match about $370,967 at 4% or $247,311 at 6%.
2016124$864,325$553,354$23,056iApproximate average salary by contribution assumption: employee only about $576,410 at 4% or $384,274 at 6%; with 50% employer match about $384,274 at 4% or $256,182 at 6%; with 100% employer match about $288,205 at 4% or $192,137 at 6%.
Wellaware Holdings Inc. 401(K) Plan-24$864,325$553,354$23,056iApproximate average salary by contribution assumption: employee only about $576,410 at 4% or $384,274 at 6%; with 50% employer match about $384,274 at 4% or $256,182 at 6%; with 100% employer match about $288,205 at 4% or $192,137 at 6%.
2015116$282,175$206,288$12,893iApproximate average salary by contribution assumption: employee only about $322,325 at 4% or $214,883 at 6%; with 50% employer match about $214,883 at 4% or $143,256 at 6%; with 100% employer match about $161,163 at 4% or $107,442 at 6%.
Wellaware Holdings Inc. 401(K) Plan-16$282,175$206,288$12,893iApproximate average salary by contribution assumption: employee only about $322,325 at 4% or $214,883 at 6%; with 50% employer match about $214,883 at 4% or $143,256 at 6%; with 100% employer match about $161,163 at 4% or $107,442 at 6%.
2014114$91,922$90,444$6,460iApproximate average salary by contribution assumption: employee only about $161,507 at 4% or $107,671 at 6%; with 50% employer match about $107,671 at 4% or $71,781 at 6%; with 100% employer match about $80,754 at 4% or $53,836 at 6%.
Wellaware Holdings Inc. 401(K) Plan-14$91,922$90,444$6,460iApproximate average salary by contribution assumption: employee only about $161,507 at 4% or $107,671 at 6%; with 50% employer match about $107,671 at 4% or $71,781 at 6%; with 100% employer match about $80,754 at 4% or $53,836 at 6%.