Whitaker Wellness LLC
Plan context: Whitaker Wellness LLC 401(K) Profit Sharing Plan & Trust
EIN 81-3736146 • Gresham, OR • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$52,185
2025 Contributions
$13,748
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $52,185 | $13,748 | $1,375iApproximate average salary by contribution assumption: employee only about $34,370 at 4% or $22,913 at 6%; with 50% employer match about $22,913 at 4% or $15,276 at 6%; with 100% employer match about $17,185 at 4% or $11,457 at 6%. |
| Whitaker Wellness LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $52,185 | $13,748 | $1,375iApproximate average salary by contribution assumption: employee only about $34,370 at 4% or $22,913 at 6%; with 50% employer match about $22,913 at 4% or $15,276 at 6%; with 100% employer match about $17,185 at 4% or $11,457 at 6%. |
| 2024 | 1 | 9 | $33,069 | $17,050 | $1,894iApproximate average salary by contribution assumption: employee only about $47,361 at 4% or $31,574 at 6%; with 50% employer match about $31,574 at 4% or $21,049 at 6%; with 100% employer match about $23,681 at 4% or $15,787 at 6%. |
| Whitaker Wellness LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $33,069 | $17,050 | $1,894iApproximate average salary by contribution assumption: employee only about $47,361 at 4% or $31,574 at 6%; with 50% employer match about $31,574 at 4% or $21,049 at 6%; with 100% employer match about $23,681 at 4% or $15,787 at 6%. |
| 2023 | 1 | 9 | $13,841 | $7,749 | $861iApproximate average salary by contribution assumption: employee only about $21,525 at 4% or $14,350 at 6%; with 50% employer match about $14,350 at 4% or $9,567 at 6%; with 100% employer match about $10,763 at 4% or $7,175 at 6%. |
| Whitaker Wellness LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $13,841 | $7,749 | $861iApproximate average salary by contribution assumption: employee only about $21,525 at 4% or $14,350 at 6%; with 50% employer match about $14,350 at 4% or $9,567 at 6%; with 100% employer match about $10,763 at 4% or $7,175 at 6%. |
| 2022 | 1 | 5 | $5,076 | $3,904 | $781iApproximate average salary by contribution assumption: employee only about $19,520 at 4% or $13,013 at 6%; with 50% employer match about $13,013 at 4% or $8,676 at 6%; with 100% employer match about $9,760 at 4% or $6,507 at 6%. |
| Whitaker Wellness LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $5,076 | $3,904 | $781iApproximate average salary by contribution assumption: employee only about $19,520 at 4% or $13,013 at 6%; with 50% employer match about $13,013 at 4% or $8,676 at 6%; with 100% employer match about $9,760 at 4% or $6,507 at 6%. |
| 2021 | 1 | 6 | $2,146 | $2,115 | $353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,875 at 6%; with 50% employer match about $5,875 at 4% or $3,917 at 6%; with 100% employer match about $4,406 at 4% or $2,938 at 6%. |
| Whitaker Wellness LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $2,146 | $2,115 | $353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,875 at 6%; with 50% employer match about $5,875 at 4% or $3,917 at 6%; with 100% employer match about $4,406 at 4% or $2,938 at 6%. |