Civic Intelligence

Personalized Wellness Internal

Plan context: Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust

EIN 46-1949937 • Inverness, IL • 10 filings • 2 plans

15 New Abbey DrInverness, IL 60010-6181
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$513,432

2024 Contributions

$41,187

Historical Graphs

Total Assets Over Time

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

$513,432$256,716$0201520202024YearValue
$513,432Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest 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
202413$513,432$41,187$13,729iApproximate average salary by contribution assumption: employee only about $343,225 at 4% or $228,817 at 6%; with 50% employer match about $228,817 at 4% or $152,544 at 6%; with 100% employer match about $171,613 at 4% or $114,408 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-3$513,432$41,187$13,729iApproximate average salary by contribution assumption: employee only about $343,225 at 4% or $228,817 at 6%; with 50% employer match about $228,817 at 4% or $152,544 at 6%; with 100% employer match about $171,613 at 4% or $114,408 at 6%.
202313$400,860$39,596$13,199iApproximate average salary by contribution assumption: employee only about $329,967 at 4% or $219,978 at 6%; with 50% employer match about $219,978 at 4% or $146,652 at 6%; with 100% employer match about $164,983 at 4% or $109,989 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-3$400,860$39,596$13,199iApproximate average salary by contribution assumption: employee only about $329,967 at 4% or $219,978 at 6%; with 50% employer match about $219,978 at 4% or $146,652 at 6%; with 100% employer match about $164,983 at 4% or $109,989 at 6%.
202211$298,180$26,040$26,040iApproximate average salary by contribution assumption: employee only about $651,000 at 4% or $434,000 at 6%; with 50% employer match about $434,000 at 4% or $289,333 at 6%; with 100% employer match about $325,500 at 4% or $217,000 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-1$298,180$26,040$26,040iApproximate average salary by contribution assumption: employee only about $651,000 at 4% or $434,000 at 6%; with 50% employer match about $434,000 at 4% or $289,333 at 6%; with 100% employer match about $325,500 at 4% or $217,000 at 6%.
202111$327,048$29,460$29,460iApproximate average salary by contribution assumption: employee only about $736,500 at 4% or $491,000 at 6%; with 50% employer match about $491,000 at 4% or $327,333 at 6%; with 100% employer match about $368,250 at 4% or $245,500 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-1$327,048$29,460$29,460iApproximate average salary by contribution assumption: employee only about $736,500 at 4% or $491,000 at 6%; with 50% employer match about $491,000 at 4% or $327,333 at 6%; with 100% employer match about $368,250 at 4% or $245,500 at 6%.
202011$245,796$31,069$31,069iApproximate average salary by contribution assumption: employee only about $776,725 at 4% or $517,817 at 6%; with 50% employer match about $517,817 at 4% or $345,211 at 6%; with 100% employer match about $388,363 at 4% or $258,908 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-1$245,796$31,069$31,069iApproximate average salary by contribution assumption: employee only about $776,725 at 4% or $517,817 at 6%; with 50% employer match about $517,817 at 4% or $345,211 at 6%; with 100% employer match about $388,363 at 4% or $258,908 at 6%.
201911$178,795$30,990$30,990iApproximate average salary by contribution assumption: employee only about $774,750 at 4% or $516,500 at 6%; with 50% employer match about $516,500 at 4% or $344,333 at 6%; with 100% employer match about $387,375 at 4% or $258,250 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-1$178,795$30,990$30,990iApproximate average salary by contribution assumption: employee only about $774,750 at 4% or $516,500 at 6%; with 50% employer match about $516,500 at 4% or $344,333 at 6%; with 100% employer match about $387,375 at 4% or $258,250 at 6%.
201812$124,886$32,405$16,203iApproximate average salary by contribution assumption: employee only about $405,063 at 4% or $270,042 at 6%; with 50% employer match about $270,042 at 4% or $180,028 at 6%; with 100% employer match about $202,531 at 4% or $135,021 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-2$124,886$32,405$16,203iApproximate average salary by contribution assumption: employee only about $405,063 at 4% or $270,042 at 6%; with 50% employer match about $270,042 at 4% or $180,028 at 6%; with 100% employer match about $202,531 at 4% or $135,021 at 6%.
201712$105,422$32,927$16,464iApproximate average salary by contribution assumption: employee only about $411,588 at 4% or $274,392 at 6%; with 50% employer match about $274,392 at 4% or $182,928 at 6%; with 100% employer match about $205,794 at 4% or $137,196 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-2$105,422$32,927$16,464iApproximate average salary by contribution assumption: employee only about $411,588 at 4% or $274,392 at 6%; with 50% employer match about $274,392 at 4% or $182,928 at 6%; with 100% employer match about $205,794 at 4% or $137,196 at 6%.
201613$64,302$30,477$10,159iApproximate average salary by contribution assumption: employee only about $253,975 at 4% or $169,317 at 6%; with 50% employer match about $169,317 at 4% or $112,878 at 6%; with 100% employer match about $126,988 at 4% or $84,658 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-3$64,302$30,477$10,159iApproximate average salary by contribution assumption: employee only about $253,975 at 4% or $169,317 at 6%; with 50% employer match about $169,317 at 4% or $112,878 at 6%; with 100% employer match about $126,988 at 4% or $84,658 at 6%.
201513$29,445$30,166$10,055iApproximate average salary by contribution assumption: employee only about $251,383 at 4% or $167,589 at 6%; with 50% employer match about $167,589 at 4% or $111,726 at 6%; with 100% employer match about $125,692 at 4% or $83,794 at 6%.
Personalized Wellness Internal 401(K) Profit Sharing Plan & Trust-3$29,445$30,166$10,055iApproximate average salary by contribution assumption: employee only about $251,383 at 4% or $167,589 at 6%; with 50% employer match about $167,589 at 4% or $111,726 at 6%; with 100% employer match about $125,692 at 4% or $83,794 at 6%.