Wellthy Inc.
Plan context: Wellthy Inc. 401(K) Retirement Plan and Trust
EIN 47-2721806 • New York, NY • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
234
2024 Assets
$9,349,048
2024 Contributions
$2,858,710
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 | 2 | 234 | $9,349,048 | $2,858,710 | $12,217iApproximate average salary by contribution assumption: employee only about $305,418 at 4% or $203,612 at 6%; with 50% employer match about $203,612 at 4% or $135,741 at 6%; with 100% employer match about $152,709 at 4% or $101,806 at 6%. |
| Wellthy Inc. 401(K) Retirement Plan and Trust | - | 222 | $9,349,048 | $2,858,710 | $12,877iApproximate average salary by contribution assumption: employee only about $321,927 at 4% or $214,618 at 6%; with 50% employer match about $214,618 at 4% or $143,079 at 6%; with 100% employer match about $160,963 at 4% or $107,309 at 6%. |
| Wellthy Inc. Health & Welfare Benefits | - | 234 | - | - | - |
| 2023 | 2 | 246 | $7,044,792 | $2,700,360 | $10,977iApproximate average salary by contribution assumption: employee only about $274,427 at 4% or $182,951 at 6%; with 50% employer match about $182,951 at 4% or $121,967 at 6%; with 100% employer match about $137,213 at 4% or $91,476 at 6%. |
| Wellthy Inc. 401(K) Retirement Plan and Trust | - | 246 | $7,044,792 | $2,700,360 | $10,977iApproximate average salary by contribution assumption: employee only about $274,427 at 4% or $182,951 at 6%; with 50% employer match about $182,951 at 4% or $121,967 at 6%; with 100% employer match about $137,213 at 4% or $91,476 at 6%. |
| Wellthy Inc. Health & Welfare Benefits | - | 171 | - | - | - |
| 2022 | 1 | 285 | $3,874,497 | $3,050,705 | $10,704iApproximate average salary by contribution assumption: employee only about $267,606 at 4% or $178,404 at 6%; with 50% employer match about $178,404 at 4% or $118,936 at 6%; with 100% employer match about $133,803 at 4% or $89,202 at 6%. |
| Wellthy Inc. 401(K) Retirement Plan and Trust | - | 285 | $3,874,497 | $3,050,705 | $10,704iApproximate average salary by contribution assumption: employee only about $267,606 at 4% or $178,404 at 6%; with 50% employer match about $178,404 at 4% or $118,936 at 6%; with 100% employer match about $133,803 at 4% or $89,202 at 6%. |
| 2021 | 1 | 220 | $1,474,277 | $1,210,270 | $5,501iApproximate average salary by contribution assumption: employee only about $137,531 at 4% or $91,687 at 6%; with 50% employer match about $91,687 at 4% or $61,125 at 6%; with 100% employer match about $68,765 at 4% or $45,844 at 6%. |
| Wellthy Inc. 401(K) Retirement Plan and Trust | - | 220 | $1,474,277 | $1,210,270 | $5,501iApproximate average salary by contribution assumption: employee only about $137,531 at 4% or $91,687 at 6%; with 50% employer match about $91,687 at 4% or $61,125 at 6%; with 100% employer match about $68,765 at 4% or $45,844 at 6%. |
| 2020 | 1 | 49 | $225,241 | $201,162 | $4,105iApproximate average salary by contribution assumption: employee only about $102,634 at 4% or $68,422 at 6%; with 50% employer match about $68,422 at 4% or $45,615 at 6%; with 100% employer match about $51,317 at 4% or $34,211 at 6%. |
| Wellthy Inc. 401(K) Retirement Plan and Trust | - | 49 | $225,241 | $201,162 | $4,105iApproximate average salary by contribution assumption: employee only about $102,634 at 4% or $68,422 at 6%; with 50% employer match about $68,422 at 4% or $45,615 at 6%; with 100% employer match about $51,317 at 4% or $34,211 at 6%. |