Simply Well PLLC
Plan context: Simply Well 401(K) Plan
EIN 81-5462666 • Golden, CO • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$147,909
2025 Contributions
$31,478
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 | $147,909 | $31,478 | $3,148iApproximate average salary by contribution assumption: employee only about $78,695 at 4% or $52,463 at 6%; with 50% employer match about $52,463 at 4% or $34,976 at 6%; with 100% employer match about $39,348 at 4% or $26,232 at 6%. |
| Simply Well 401(K) Plan | - | 10 | $147,909 | $31,478 | $3,148iApproximate average salary by contribution assumption: employee only about $78,695 at 4% or $52,463 at 6%; with 50% employer match about $52,463 at 4% or $34,976 at 6%; with 100% employer match about $39,348 at 4% or $26,232 at 6%. |
| 2024 | 1 | 8 | $92,709 | $27,864 | $3,483iApproximate average salary by contribution assumption: employee only about $87,075 at 4% or $58,050 at 6%; with 50% employer match about $58,050 at 4% or $38,700 at 6%; with 100% employer match about $43,538 at 4% or $29,025 at 6%. |
| Simply Well 401(K) Plan | - | 8 | $92,709 | $27,864 | $3,483iApproximate average salary by contribution assumption: employee only about $87,075 at 4% or $58,050 at 6%; with 50% employer match about $58,050 at 4% or $38,700 at 6%; with 100% employer match about $43,538 at 4% or $29,025 at 6%. |
| 2023 | 1 | 6 | $54,732 | $26,299 | $4,383iApproximate average salary by contribution assumption: employee only about $109,579 at 4% or $73,053 at 6%; with 50% employer match about $73,053 at 4% or $48,702 at 6%; with 100% employer match about $54,790 at 4% or $36,526 at 6%. |
| Simply Well 401(K) Plan | - | 6 | $54,732 | $26,299 | $4,383iApproximate average salary by contribution assumption: employee only about $109,579 at 4% or $73,053 at 6%; with 50% employer match about $73,053 at 4% or $48,702 at 6%; with 100% employer match about $54,790 at 4% or $36,526 at 6%. |
| 2022 | 1 | 3 | $38,126 | $40,752 | $13,584iApproximate average salary by contribution assumption: employee only about $339,600 at 4% or $226,400 at 6%; with 50% employer match about $226,400 at 4% or $150,933 at 6%; with 100% employer match about $169,800 at 4% or $113,200 at 6%. |
| Simply Well 401(K) Plan | - | 3 | $38,126 | $40,752 | $13,584iApproximate average salary by contribution assumption: employee only about $339,600 at 4% or $226,400 at 6%; with 50% employer match about $226,400 at 4% or $150,933 at 6%; with 100% employer match about $169,800 at 4% or $113,200 at 6%. |