Wealthwood Estates Inc.
Plan context: Wealthwood Estates Inc. 401(K) Plan
EIN 46-2295638 • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$446,371
2024 Contributions
$9,989
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 | 2 | $446,371 | $9,989 | $4,995iApproximate average salary by contribution assumption: employee only about $124,863 at 4% or $83,242 at 6%; with 50% employer match about $83,242 at 4% or $55,494 at 6%; with 100% employer match about $62,431 at 4% or $41,621 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $446,371 | $9,989 | $4,995iApproximate average salary by contribution assumption: employee only about $124,863 at 4% or $83,242 at 6%; with 50% employer match about $83,242 at 4% or $55,494 at 6%; with 100% employer match about $62,431 at 4% or $41,621 at 6%. |
| 2023 | 1 | 2 | $398,687 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $398,687 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2022 | 1 | 2 | $208,372 | $12,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $208,372 | $12,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2021 | 1 | 2 | $449,632 | $56,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $449,632 | $56,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2020 | 1 | 2 | $258,144 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $258,144 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2019 | 1 | 2 | $260,820 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $260,820 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2018 | 1 | 2 | $256,011 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $256,011 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2017 | 1 | 2 | $255,148 | $30,704 | $15,352iApproximate average salary by contribution assumption: employee only about $383,800 at 4% or $255,867 at 6%; with 50% employer match about $255,867 at 4% or $170,578 at 6%; with 100% employer match about $191,900 at 4% or $127,933 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $255,148 | $30,704 | $15,352iApproximate average salary by contribution assumption: employee only about $383,800 at 4% or $255,867 at 6%; with 50% employer match about $255,867 at 4% or $170,578 at 6%; with 100% employer match about $191,900 at 4% or $127,933 at 6%. |
| 2016 | 1 | 2 | $221,947 | $0 | - |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $221,947 | - | - |
| 2015 | 1 | 2 | $219,332 | $0 | - |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $219,332 | - | - |
| 2014 | 1 | 2 | $219,424 | $0 | - |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $219,424 | - | - |
| 2013 | 1 | 2 | $216,124 | $223,159 | $111,580iApproximate average salary by contribution assumption: employee only about $2,789,488 at 4% or $1,859,658 at 6%; with 50% employer match about $1,859,658 at 4% or $1,239,772 at 6%; with 100% employer match about $1,394,744 at 4% or $929,829 at 6%. |
| Wealthwood Estates Inc. 401(K) Plan | - | 2 | $216,124 | $223,159 | $111,580iApproximate average salary by contribution assumption: employee only about $2,789,488 at 4% or $1,859,658 at 6%; with 50% employer match about $1,859,658 at 4% or $1,239,772 at 6%; with 100% employer match about $1,394,744 at 4% or $929,829 at 6%. |