WELLSPRING PERSONAL FINANCIAL SERVICES, LLC
Plan context: WELLSPRING 401(K) PLAN
EIN 46-5501977 • Brookfield, WI • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,056,812
2025 Contributions
$186,467
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 | 3 | $1,056,812 | $186,467 | $62,156iApproximate average salary by contribution assumption: employee only about $1,553,892 at 4% or $1,035,928 at 6%; with 50% employer match about $1,035,928 at 4% or $690,619 at 6%; with 100% employer match about $776,946 at 4% or $517,964 at 6%. |
| WELLSPRING 401(K) PLAN | - | 3 | $1,056,812 | $186,467 | $62,156iApproximate average salary by contribution assumption: employee only about $1,553,892 at 4% or $1,035,928 at 6%; with 50% employer match about $1,035,928 at 4% or $690,619 at 6%; with 100% employer match about $776,946 at 4% or $517,964 at 6%. |
| 2024 | 1 | 3 | $778,670 | $723,904 | $241,301iApproximate average salary by contribution assumption: employee only about $6,032,533 at 4% or $4,021,689 at 6%; with 50% employer match about $4,021,689 at 4% or $2,681,126 at 6%; with 100% employer match about $3,016,267 at 4% or $2,010,844 at 6%. |
| WELLSPRING 401(K) PLAN | - | 3 | $778,670 | $723,904 | $241,301iApproximate average salary by contribution assumption: employee only about $6,032,533 at 4% or $4,021,689 at 6%; with 50% employer match about $4,021,689 at 4% or $2,681,126 at 6%; with 100% employer match about $3,016,267 at 4% or $2,010,844 at 6%. |