Jessica Tran
Plan context: Wellness Integrative Naturopathic 401K Plan
EIN 46-2757489 • Laguna Hills, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$53,620
2025 Contributions
$21,920
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $53,620 | $21,920 | $21,920iApproximate average salary by contribution assumption: employee only about $548,000 at 4% or $365,333 at 6%; with 50% employer match about $365,333 at 4% or $243,556 at 6%; with 100% employer match about $274,000 at 4% or $182,667 at 6%. |
| Wellness Integrative Naturopathic 401K Plan | - | 1 | $53,620 | $21,920 | $21,920iApproximate average salary by contribution assumption: employee only about $548,000 at 4% or $365,333 at 6%; with 50% employer match about $365,333 at 4% or $243,556 at 6%; with 100% employer match about $274,000 at 4% or $182,667 at 6%. |
| 2024 | 1 | 3 | $205,399 | $38,242 | $12,747iApproximate average salary by contribution assumption: employee only about $318,683 at 4% or $212,456 at 6%; with 50% employer match about $212,456 at 4% or $141,637 at 6%; with 100% employer match about $159,342 at 4% or $106,228 at 6%. |
| Wellness Integrative Naturopathic 401K Plan | - | 3 | $205,399 | $38,242 | $12,747iApproximate average salary by contribution assumption: employee only about $318,683 at 4% or $212,456 at 6%; with 50% employer match about $212,456 at 4% or $141,637 at 6%; with 100% employer match about $159,342 at 4% or $106,228 at 6%. |
| 2023 | 1 | 3 | $141,125 | $41,289 | $13,763iApproximate average salary by contribution assumption: employee only about $344,075 at 4% or $229,383 at 6%; with 50% employer match about $229,383 at 4% or $152,922 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%. |
| Wellness Integrative Naturopathic 401K Plan | - | 3 | $141,125 | $41,289 | $13,763iApproximate average salary by contribution assumption: employee only about $344,075 at 4% or $229,383 at 6%; with 50% employer match about $229,383 at 4% or $152,922 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%. |
| 2022 | 1 | 3 | $78,997 | $55,267 | $18,422iApproximate average salary by contribution assumption: employee only about $460,558 at 4% or $307,039 at 6%; with 50% employer match about $307,039 at 4% or $204,693 at 6%; with 100% employer match about $230,279 at 4% or $153,519 at 6%. |
| Wellness Integrative Naturopathic 401K Plan | - | 3 | $78,997 | $55,267 | $18,422iApproximate average salary by contribution assumption: employee only about $460,558 at 4% or $307,039 at 6%; with 50% employer match about $307,039 at 4% or $204,693 at 6%; with 100% employer match about $230,279 at 4% or $153,519 at 6%. |
| 2020 | 1 | 1 | $26,441 | $21,894 | $21,894iApproximate average salary by contribution assumption: employee only about $547,350 at 4% or $364,900 at 6%; with 50% employer match about $364,900 at 4% or $243,267 at 6%; with 100% employer match about $273,675 at 4% or $182,450 at 6%. |
| Wellness Integrative Naturopathic 401K Plan | - | 1 | $26,441 | $21,894 | $21,894iApproximate average salary by contribution assumption: employee only about $547,350 at 4% or $364,900 at 6%; with 50% employer match about $364,900 at 4% or $243,267 at 6%; with 100% employer match about $273,675 at 4% or $182,450 at 6%. |