Civic Intelligence

Theory Wellness Inc.

Plan context: Theory Wellness Inc. Employee Stock Ownership Plan

EIN 47-5615911 • Stoneham, MA • 15 filings • 5 plans

38 Montvale AvenueSuite 210Stoneham, MA 02180
Current Snapshot

Latest Year

2024

2024 Participants

200

2024 Assets

$13,191,550

2024 Contributions

$3,751,557

Historical Graphs

Total Assets Over Time

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

$18,067,862$9,033,931$0202120232024YearValue
$13,191,550Latest year 2024

Participants Over Time

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

2501250202020222024YearValue
200Latest year 2024

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
20243200$13,191,550$3,751,557$18,758iApproximate average salary by contribution assumption: employee only about $468,945 at 4% or $312,630 at 6%; with 50% employer match about $312,630 at 4% or $208,420 at 6%; with 100% employer match about $234,472 at 4% or $156,315 at 6%.
Theory Wellness Inc. Employee Stock Ownership Plan-187$10,865,913$2,950,045$15,776iApproximate average salary by contribution assumption: employee only about $394,391 at 4% or $262,927 at 6%; with 50% employer match about $262,927 at 4% or $175,285 at 6%; with 100% employer match about $197,196 at 4% or $131,464 at 6%.
Theory Wellness Inc., 401(K) Profit Sharing Plan-200$2,325,637$801,512$4,008iApproximate average salary by contribution assumption: employee only about $100,189 at 4% or $66,793 at 6%; with 50% employer match about $66,793 at 4% or $44,528 at 6%; with 100% employer match about $50,095 at 4% or $33,396 at 6%.
Theory Wellness Health Plan-145---
20233229$18,067,862$6,110,237$26,682iApproximate average salary by contribution assumption: employee only about $667,056 at 4% or $444,704 at 6%; with 50% employer match about $444,704 at 4% or $296,470 at 6%; with 100% employer match about $333,528 at 4% or $222,352 at 6%.
Theory Wellness Inc. Employee Stock Ownership Plan-229$16,390,275$5,413,844$23,641iApproximate average salary by contribution assumption: employee only about $591,031 at 4% or $394,021 at 6%; with 50% employer match about $394,021 at 4% or $262,680 at 6%; with 100% employer match about $295,516 at 4% or $197,010 at 6%.
Theory Wellness Inc., 401(K) Profit Sharing Plan-121$1,677,587$696,393$5,755iApproximate average salary by contribution assumption: employee only about $143,883 at 4% or $95,922 at 6%; with 50% employer match about $95,922 at 4% or $63,948 at 6%; with 100% employer match about $71,941 at 4% or $47,961 at 6%.
Theory Wellness Health Plan-204---
20222250$793,674$590,789$2,363iApproximate average salary by contribution assumption: employee only about $59,079 at 4% or $39,386 at 6%; with 50% employer match about $39,386 at 4% or $26,257 at 6%; with 100% employer match about $29,539 at 4% or $19,693 at 6%.
Theory Wellness Inc., 401(K) Profit Sharing Plan-250$793,674$590,789$2,363iApproximate average salary by contribution assumption: employee only about $59,079 at 4% or $39,386 at 6%; with 50% employer match about $39,386 at 4% or $26,257 at 6%; with 100% employer match about $29,539 at 4% or $19,693 at 6%.
Theory Wellness Health Plan-247---
20214203$343,079$334,569$1,648iApproximate average salary by contribution assumption: employee only about $41,203 at 4% or $27,469 at 6%; with 50% employer match about $27,469 at 4% or $18,312 at 6%; with 100% employer match about $20,602 at 4% or $13,734 at 6%.
Theory Wellness Inc., 401(K) Profit Sharing Plan-203$343,079$334,569$1,648iApproximate average salary by contribution assumption: employee only about $41,203 at 4% or $27,469 at 6%; with 50% employer match about $27,469 at 4% or $18,312 at 6%; with 100% employer match about $20,602 at 4% or $13,734 at 6%.
Theory Wellness Vision Plan-0---
Theory Wellness Dental Plan-0---
Theory Wellness Health Plan-196---
20203178$0$0-
Theory Wellness Dental Plan-178---
Theory Wellness Health Plan-178---
Theory Wellness Vision Plan-159---