Civic Intelligence

Wellness Together

Plan context: Wellness Together 403(B) Plan

EIN 81-1653329 • Roseville, CA • 4 filings • 1 plans

1382 Blue Oaks BlvdSuite 213Roseville, CA 95678
Current Snapshot

Latest Year

2024

2024 Participants

228

2024 Assets

$1,367,431

2024 Contributions

$489,016

Historical Graphs

Total Assets Over Time

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

$1,367,431$683,716$0202120232024YearValue
$1,367,431Latest year 2024

Participants Over Time

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

2281140202120232024YearValue
228Latest 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
20241228$1,367,431$489,016$2,145iApproximate average salary by contribution assumption: employee only about $53,620 at 4% or $35,747 at 6%; with 50% employer match about $35,747 at 4% or $23,831 at 6%; with 100% employer match about $26,810 at 4% or $17,873 at 6%.
Wellness Together 403(B) Plan-228$1,367,431$489,016$2,145iApproximate average salary by contribution assumption: employee only about $53,620 at 4% or $35,747 at 6%; with 50% employer match about $35,747 at 4% or $23,831 at 6%; with 100% employer match about $26,810 at 4% or $17,873 at 6%.
20231149$899,025$491,579$3,299iApproximate average salary by contribution assumption: employee only about $82,480 at 4% or $54,986 at 6%; with 50% employer match about $54,986 at 4% or $36,658 at 6%; with 100% employer match about $41,240 at 4% or $27,493 at 6%.
Wellness Together 403(B) Plan-149$899,025$491,579$3,299iApproximate average salary by contribution assumption: employee only about $82,480 at 4% or $54,986 at 6%; with 50% employer match about $54,986 at 4% or $36,658 at 6%; with 100% employer match about $41,240 at 4% or $27,493 at 6%.
20221205$367,383$288,984$1,410iApproximate average salary by contribution assumption: employee only about $35,242 at 4% or $23,495 at 6%; with 50% employer match about $23,495 at 4% or $15,663 at 6%; with 100% employer match about $17,621 at 4% or $11,747 at 6%.
Wellness Together 403(B) Plan-205$367,383$288,984$1,410iApproximate average salary by contribution assumption: employee only about $35,242 at 4% or $23,495 at 6%; with 50% employer match about $23,495 at 4% or $15,663 at 6%; with 100% employer match about $17,621 at 4% or $11,747 at 6%.
2021159$142,857$135,297$2,293iApproximate average salary by contribution assumption: employee only about $57,329 at 4% or $38,219 at 6%; with 50% employer match about $38,219 at 4% or $25,480 at 6%; with 100% employer match about $28,665 at 4% or $19,110 at 6%.
Wellness Together 403(B) Plan-59$142,857$135,297$2,293iApproximate average salary by contribution assumption: employee only about $57,329 at 4% or $38,219 at 6%; with 50% employer match about $38,219 at 4% or $25,480 at 6%; with 100% employer match about $28,665 at 4% or $19,110 at 6%.