Civic Intelligence

Wealth Care LLC

Plan context: Wealth Care LLC 401(K) Profit Sharing Plan

EIN 65-1189352 • Merritt Island, FL • 16 filings • 3 plans

405 Sims WayMerritt Island, FL 32952
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$17,876,428

2025 Contributions

$163,600

Historical Graphs

Total Assets Over Time

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

$17,876,428$8,938,214$0201020202025YearValue
$17,876,428Latest year 2025

Participants Over Time

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

530201020202025YearValue
4Latest 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
202514$17,876,428$163,600$40,900iApproximate average salary by contribution assumption: employee only about $1,022,500 at 4% or $681,667 at 6%; with 50% employer match about $681,667 at 4% or $454,444 at 6%; with 100% employer match about $511,250 at 4% or $340,833 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-4$17,876,428$163,600$40,900iApproximate average salary by contribution assumption: employee only about $1,022,500 at 4% or $681,667 at 6%; with 50% employer match about $681,667 at 4% or $454,444 at 6%; with 100% employer match about $511,250 at 4% or $340,833 at 6%.
202424$15,796,788$546,494$136,624iApproximate average salary by contribution assumption: employee only about $3,415,588 at 4% or $2,277,058 at 6%; with 50% employer match about $2,277,058 at 4% or $1,518,039 at 6%; with 100% employer match about $1,707,794 at 4% or $1,138,529 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-4$14,502,544$238,494$59,624iApproximate average salary by contribution assumption: employee only about $1,490,588 at 4% or $993,725 at 6%; with 50% employer match about $993,725 at 4% or $662,483 at 6%; with 100% employer match about $745,294 at 4% or $496,863 at 6%.
WEALTH CARE LLC CASH BALANCE PLAN-4$1,294,244$308,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
202324$13,589,005$377,095$94,274iApproximate average salary by contribution assumption: employee only about $2,356,844 at 4% or $1,571,229 at 6%; with 50% employer match about $1,571,229 at 4% or $1,047,486 at 6%; with 100% employer match about $1,178,422 at 4% or $785,615 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-4$12,749,258$157,095$39,274iApproximate average salary by contribution assumption: employee only about $981,844 at 4% or $654,563 at 6%; with 50% employer match about $654,563 at 4% or $436,375 at 6%; with 100% employer match about $490,922 at 4% or $327,281 at 6%.
WEALTH CARE LLC CASH BALANCE PLAN-3$839,747$220,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
202225$12,092,814$575,169$115,034iApproximate average salary by contribution assumption: employee only about $2,875,845 at 4% or $1,917,230 at 6%; with 50% employer match about $1,917,230 at 4% or $1,278,153 at 6%; with 100% employer match about $1,437,923 at 4% or $958,615 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-5$11,453,829$135,169$27,034iApproximate average salary by contribution assumption: employee only about $675,845 at 4% or $450,563 at 6%; with 50% employer match about $450,563 at 4% or $300,376 at 6%; with 100% employer match about $337,923 at 4% or $225,282 at 6%.
WEALTH CARE LLC CASH BALANCE PLAN-5$638,985$440,000$88,000iApproximate average salary by contribution assumption: employee only about $2,200,000 at 4% or $1,466,667 at 6%; with 50% employer match about $1,466,667 at 4% or $977,778 at 6%; with 100% employer match about $1,100,000 at 4% or $733,333 at 6%.
202125$12,732,788$569,145$113,829iApproximate average salary by contribution assumption: employee only about $2,845,725 at 4% or $1,897,150 at 6%; with 50% employer match about $1,897,150 at 4% or $1,264,767 at 6%; with 100% employer match about $1,422,863 at 4% or $948,575 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-5$12,235,505$104,145$20,829iApproximate average salary by contribution assumption: employee only about $520,725 at 4% or $347,150 at 6%; with 50% employer match about $347,150 at 4% or $231,433 at 6%; with 100% employer match about $260,363 at 4% or $173,575 at 6%.
WEALTH CARE LLC CASH BALANCE PLAN-5$497,283$465,000$93,000iApproximate average salary by contribution assumption: employee only about $2,325,000 at 4% or $1,550,000 at 6%; with 50% employer match about $1,550,000 at 4% or $1,033,333 at 6%; with 100% employer match about $1,162,500 at 4% or $775,000 at 6%.
202015$10,102,020$194,883$38,977iApproximate average salary by contribution assumption: employee only about $974,415 at 4% or $649,610 at 6%; with 50% employer match about $649,610 at 4% or $433,073 at 6%; with 100% employer match about $487,208 at 4% or $324,805 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-5$10,102,020$194,883$38,977iApproximate average salary by contribution assumption: employee only about $974,415 at 4% or $649,610 at 6%; with 50% employer match about $649,610 at 4% or $433,073 at 6%; with 100% employer match about $487,208 at 4% or $324,805 at 6%.
201915$10,085,010$174,236$34,847iApproximate average salary by contribution assumption: employee only about $871,180 at 4% or $580,787 at 6%; with 50% employer match about $580,787 at 4% or $387,191 at 6%; with 100% employer match about $435,590 at 4% or $290,393 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-5$10,085,010$174,236$34,847iApproximate average salary by contribution assumption: employee only about $871,180 at 4% or $580,787 at 6%; with 50% employer match about $580,787 at 4% or $387,191 at 6%; with 100% employer match about $435,590 at 4% or $290,393 at 6%.
201815$8,439,096$144,423$28,885iApproximate average salary by contribution assumption: employee only about $722,115 at 4% or $481,410 at 6%; with 50% employer match about $481,410 at 4% or $320,940 at 6%; with 100% employer match about $361,058 at 4% or $240,705 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-5$8,439,096$144,423$28,885iApproximate average salary by contribution assumption: employee only about $722,115 at 4% or $481,410 at 6%; with 50% employer match about $481,410 at 4% or $320,940 at 6%; with 100% employer match about $361,058 at 4% or $240,705 at 6%.
201714$8,411,162$120,250$30,063iApproximate average salary by contribution assumption: employee only about $751,563 at 4% or $501,042 at 6%; with 50% employer match about $501,042 at 4% or $334,028 at 6%; with 100% employer match about $375,781 at 4% or $250,521 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-4$8,411,162$120,250$30,063iApproximate average salary by contribution assumption: employee only about $751,563 at 4% or $501,042 at 6%; with 50% employer match about $501,042 at 4% or $334,028 at 6%; with 100% employer match about $375,781 at 4% or $250,521 at 6%.
201613$7,713,581$2,431,922$810,641iApproximate average salary by contribution assumption: employee only about $20,266,017 at 4% or $13,510,678 at 6%; with 50% employer match about $13,510,678 at 4% or $9,007,119 at 6%; with 100% employer match about $10,133,008 at 4% or $6,755,339 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-3$7,713,581$2,431,922$810,641iApproximate average salary by contribution assumption: employee only about $20,266,017 at 4% or $13,510,678 at 6%; with 50% employer match about $13,510,678 at 4% or $9,007,119 at 6%; with 100% employer match about $10,133,008 at 4% or $6,755,339 at 6%.
201513$4,503,065$4,703,307$1,567,769iApproximate average salary by contribution assumption: employee only about $39,194,225 at 4% or $26,129,483 at 6%; with 50% employer match about $26,129,483 at 4% or $17,419,656 at 6%; with 100% employer match about $19,597,113 at 4% or $13,064,742 at 6%.
Wealth Care LLC 401(K) Profit Sharing Plan-3$4,503,065$4,703,307$1,567,769iApproximate average salary by contribution assumption: employee only about $39,194,225 at 4% or $26,129,483 at 6%; with 50% employer match about $26,129,483 at 4% or $17,419,656 at 6%; with 100% employer match about $19,597,113 at 4% or $13,064,742 at 6%.
201012$838,262$39,700$19,850iApproximate average salary by contribution assumption: employee only about $496,250 at 4% or $330,833 at 6%; with 50% employer match about $330,833 at 4% or $220,556 at 6%; with 100% employer match about $248,125 at 4% or $165,417 at 6%.
WEALTH CARE LLC 401K-2$838,262$39,700$19,850iApproximate average salary by contribution assumption: employee only about $496,250 at 4% or $330,833 at 6%; with 50% employer match about $330,833 at 4% or $220,556 at 6%; with 100% employer match about $248,125 at 4% or $165,417 at 6%.