Civic Intelligence

Weller Health Transitions

Plan context: Wht 401(K) Plan

EIN 47-4551726 • Bellbrook, OH • 12 filings • 2 plans

1930 N. Lakeman Dr.Suite 109Bellbrook, OH 45305
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$1,148,581

2025 Contributions

$155,704

Historical Graphs

Total Assets Over Time

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

$1,148,581$574,291$0201820222025YearValue
$1,148,581Latest year 2025

Participants Over Time

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

21110201820222025YearValue
15Latest year 2025

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
2025115$1,148,581$155,704$10,380iApproximate average salary by contribution assumption: employee only about $259,507 at 4% or $173,004 at 6%; with 50% employer match about $173,004 at 4% or $115,336 at 6%; with 100% employer match about $129,753 at 4% or $86,502 at 6%.
Wht 401(K) Plan-15$1,148,581$155,704$10,380iApproximate average salary by contribution assumption: employee only about $259,507 at 4% or $173,004 at 6%; with 50% employer match about $173,004 at 4% or $115,336 at 6%; with 100% employer match about $129,753 at 4% or $86,502 at 6%.
2024117$862,675$155,334$9,137iApproximate average salary by contribution assumption: employee only about $228,432 at 4% or $152,288 at 6%; with 50% employer match about $152,288 at 4% or $101,525 at 6%; with 100% employer match about $114,216 at 4% or $76,144 at 6%.
Wht 401(K) Plan-17$862,675$155,334$9,137iApproximate average salary by contribution assumption: employee only about $228,432 at 4% or $152,288 at 6%; with 50% employer match about $152,288 at 4% or $101,525 at 6%; with 100% employer match about $114,216 at 4% or $76,144 at 6%.
2023119$609,143$122,705$6,458iApproximate average salary by contribution assumption: employee only about $161,454 at 4% or $107,636 at 6%; with 50% employer match about $107,636 at 4% or $71,757 at 6%; with 100% employer match about $80,727 at 4% or $53,818 at 6%.
Wht 401(K) Plan-19$609,143$122,705$6,458iApproximate average salary by contribution assumption: employee only about $161,454 at 4% or $107,636 at 6%; with 50% employer match about $107,636 at 4% or $71,757 at 6%; with 100% employer match about $80,727 at 4% or $53,818 at 6%.
2022218$396,336$128,786$7,155iApproximate average salary by contribution assumption: employee only about $178,869 at 4% or $119,246 at 6%; with 50% employer match about $119,246 at 4% or $79,498 at 6%; with 100% employer match about $89,435 at 4% or $59,623 at 6%.
Wht 401(K) Plan-18$396,336$128,786$7,155iApproximate average salary by contribution assumption: employee only about $178,869 at 4% or $119,246 at 6%; with 50% employer match about $119,246 at 4% or $79,498 at 6%; with 100% employer match about $89,435 at 4% or $59,623 at 6%.
WELLER HEALTH TRANSITIONS LLC OSMA BENEFIT PLAN-0$0$0-
2021221$494,448$217,951$10,379iApproximate average salary by contribution assumption: employee only about $259,465 at 4% or $172,977 at 6%; with 50% employer match about $172,977 at 4% or $115,318 at 6%; with 100% employer match about $129,733 at 4% or $86,488 at 6%.
Wht 401(K) Plan-21$478,986$131,243$6,250iApproximate average salary by contribution assumption: employee only about $156,242 at 4% or $104,161 at 6%; with 50% employer match about $104,161 at 4% or $69,441 at 6%; with 100% employer match about $78,121 at 4% or $52,081 at 6%.
WELLER HEALTH TRANSITIONS LLC OSMA BENEFIT PLAN-9$15,462$86,708$9,634iApproximate average salary by contribution assumption: employee only about $240,856 at 4% or $160,570 at 6%; with 50% employer match about $160,570 at 4% or $107,047 at 6%; with 100% employer match about $120,428 at 4% or $80,285 at 6%.
2020219$306,812$168,827$8,886iApproximate average salary by contribution assumption: employee only about $222,141 at 4% or $148,094 at 6%; with 50% employer match about $148,094 at 4% or $98,729 at 6%; with 100% employer match about $111,070 at 4% or $74,047 at 6%.
Wht 401(K) Plan-19$296,858$100,156$5,271iApproximate average salary by contribution assumption: employee only about $131,784 at 4% or $87,856 at 6%; with 50% employer match about $87,856 at 4% or $58,571 at 6%; with 100% employer match about $65,892 at 4% or $43,928 at 6%.
WELLER HEALTH TRANSITIONS LLC OSMA BENEFIT PLAN-7$9,954$68,671$9,810iApproximate average salary by contribution assumption: employee only about $245,254 at 4% or $163,502 at 6%; with 50% employer match about $163,502 at 4% or $109,002 at 6%; with 100% employer match about $122,627 at 4% or $81,751 at 6%.
2019216$150,163$120,468$7,529iApproximate average salary by contribution assumption: employee only about $188,231 at 4% or $125,488 at 6%; with 50% employer match about $125,488 at 4% or $83,658 at 6%; with 100% employer match about $94,116 at 4% or $62,744 at 6%.
Wht 401(K) Plan-16$148,992$82,087$5,130iApproximate average salary by contribution assumption: employee only about $128,261 at 4% or $85,507 at 6%; with 50% employer match about $85,507 at 4% or $57,005 at 6%; with 100% employer match about $64,130 at 4% or $42,754 at 6%.
WELLER HEALTH TRANSITIONS LLC OSMA BENEFIT PLAN-4$1,171$38,381$9,595iApproximate average salary by contribution assumption: employee only about $239,881 at 4% or $159,921 at 6%; with 50% employer match about $159,921 at 4% or $106,614 at 6%; with 100% employer match about $119,941 at 4% or $79,960 at 6%.
2018113$55,852$59,182$4,552iApproximate average salary by contribution assumption: employee only about $113,812 at 4% or $75,874 at 6%; with 50% employer match about $75,874 at 4% or $50,583 at 6%; with 100% employer match about $56,906 at 4% or $37,937 at 6%.
Wht 401(K) Plan-13$55,852$59,182$4,552iApproximate average salary by contribution assumption: employee only about $113,812 at 4% or $75,874 at 6%; with 50% employer match about $75,874 at 4% or $50,583 at 6%; with 100% employer match about $56,906 at 4% or $37,937 at 6%.