Civic Intelligence

Wellness Iq

Plan context: Wellness Iq Retirement Plan

EIN 56-2676855 • Independence, OH • 10 filings • 1 plans

6450 Rockside Woods Blvd SSuite 220Independence, OH 44131
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$1,431,958

2024 Contributions

$122,441

Historical Graphs

Total Assets Over Time

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

$1,431,958$715,979$0201520202024YearValue
$1,431,958Latest year 2024

Participants Over Time

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

41210201520202024YearValue
37Latest 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
2024137$1,431,958$122,441$3,309iApproximate average salary by contribution assumption: employee only about $82,730 at 4% or $55,154 at 6%; with 50% employer match about $55,154 at 4% or $36,769 at 6%; with 100% employer match about $41,365 at 4% or $27,577 at 6%.
Wellness Iq Retirement Plan-37$1,431,958$122,441$3,309iApproximate average salary by contribution assumption: employee only about $82,730 at 4% or $55,154 at 6%; with 50% employer match about $55,154 at 4% or $36,769 at 6%; with 100% employer match about $41,365 at 4% or $27,577 at 6%.
2023130$1,167,026$118,322$3,944iApproximate average salary by contribution assumption: employee only about $98,602 at 4% or $65,734 at 6%; with 50% employer match about $65,734 at 4% or $43,823 at 6%; with 100% employer match about $49,301 at 4% or $32,867 at 6%.
Wellness Iq Retirement Plan-30$1,167,026$118,322$3,944iApproximate average salary by contribution assumption: employee only about $98,602 at 4% or $65,734 at 6%; with 50% employer match about $65,734 at 4% or $43,823 at 6%; with 100% employer match about $49,301 at 4% or $32,867 at 6%.
2022130$908,599$119,406$3,980iApproximate average salary by contribution assumption: employee only about $99,505 at 4% or $66,337 at 6%; with 50% employer match about $66,337 at 4% or $44,224 at 6%; with 100% employer match about $49,753 at 4% or $33,168 at 6%.
Wellness Iq Retirement Plan-30$908,599$119,406$3,980iApproximate average salary by contribution assumption: employee only about $99,505 at 4% or $66,337 at 6%; with 50% employer match about $66,337 at 4% or $44,224 at 6%; with 100% employer match about $49,753 at 4% or $33,168 at 6%.
2021126$962,571$60,137$2,313iApproximate average salary by contribution assumption: employee only about $57,824 at 4% or $38,549 at 6%; with 50% employer match about $38,549 at 4% or $25,700 at 6%; with 100% employer match about $28,912 at 4% or $19,275 at 6%.
Wellness Iq Retirement Plan-26$962,571$60,137$2,313iApproximate average salary by contribution assumption: employee only about $57,824 at 4% or $38,549 at 6%; with 50% employer match about $38,549 at 4% or $25,700 at 6%; with 100% employer match about $28,912 at 4% or $19,275 at 6%.
2020125$827,842$33,687$1,347iApproximate average salary by contribution assumption: employee only about $33,687 at 4% or $22,458 at 6%; with 50% employer match about $22,458 at 4% or $14,972 at 6%; with 100% employer match about $16,844 at 4% or $11,229 at 6%.
Wellness Iq Retirement Plan-25$827,842$33,687$1,347iApproximate average salary by contribution assumption: employee only about $33,687 at 4% or $22,458 at 6%; with 50% employer match about $22,458 at 4% or $14,972 at 6%; with 100% employer match about $16,844 at 4% or $11,229 at 6%.
2019129$772,364$60,336$2,081iApproximate average salary by contribution assumption: employee only about $52,014 at 4% or $34,676 at 6%; with 50% employer match about $34,676 at 4% or $23,117 at 6%; with 100% employer match about $26,007 at 4% or $17,338 at 6%.
Wellness Iq Retirement Plan-29$772,364$60,336$2,081iApproximate average salary by contribution assumption: employee only about $52,014 at 4% or $34,676 at 6%; with 50% employer match about $34,676 at 4% or $23,117 at 6%; with 100% employer match about $26,007 at 4% or $17,338 at 6%.
2018130$776,964$55,068$1,836iApproximate average salary by contribution assumption: employee only about $45,890 at 4% or $30,593 at 6%; with 50% employer match about $30,593 at 4% or $20,396 at 6%; with 100% employer match about $22,945 at 4% or $15,297 at 6%.
Wellness Iq Retirement Plan-30$776,964$55,068$1,836iApproximate average salary by contribution assumption: employee only about $45,890 at 4% or $30,593 at 6%; with 50% employer match about $30,593 at 4% or $20,396 at 6%; with 100% employer match about $22,945 at 4% or $15,297 at 6%.
2017134$906,434$78,808$2,318iApproximate average salary by contribution assumption: employee only about $57,947 at 4% or $38,631 at 6%; with 50% employer match about $38,631 at 4% or $25,754 at 6%; with 100% employer match about $28,974 at 4% or $19,316 at 6%.
Wellness Iq Retirement Plan-34$906,434$78,808$2,318iApproximate average salary by contribution assumption: employee only about $57,947 at 4% or $38,631 at 6%; with 50% employer match about $38,631 at 4% or $25,754 at 6%; with 100% employer match about $28,974 at 4% or $19,316 at 6%.
2016126$779,835$97,405$3,746iApproximate average salary by contribution assumption: employee only about $93,659 at 4% or $62,439 at 6%; with 50% employer match about $62,439 at 4% or $41,626 at 6%; with 100% employer match about $46,829 at 4% or $31,220 at 6%.
Wellness Iq Retirement Plan-26$779,835$97,405$3,746iApproximate average salary by contribution assumption: employee only about $93,659 at 4% or $62,439 at 6%; with 50% employer match about $62,439 at 4% or $41,626 at 6%; with 100% employer match about $46,829 at 4% or $31,220 at 6%.
2015141$687,738$218,153$5,321iApproximate average salary by contribution assumption: employee only about $133,020 at 4% or $88,680 at 6%; with 50% employer match about $88,680 at 4% or $59,120 at 6%; with 100% employer match about $66,510 at 4% or $44,340 at 6%.
Wellness Iq Retirement Plan-41$687,738$218,153$5,321iApproximate average salary by contribution assumption: employee only about $133,020 at 4% or $88,680 at 6%; with 50% employer match about $88,680 at 4% or $59,120 at 6%; with 100% employer match about $66,510 at 4% or $44,340 at 6%.