Current Snapshot
Latest Year
2024
2024 Participants
306
2024 Assets
$2,345,502
2024 Contributions
$700,256
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 306 | $2,345,502 | $700,256 | $2,288iApproximate average salary by contribution assumption: employee only about $57,210 at 4% or $38,140 at 6%; with 50% employer match about $38,140 at 4% or $25,427 at 6%; with 100% employer match about $28,605 at 4% or $19,070 at 6%. |
| Wellspire LLC 401(K) Plan | - | 306 | $2,345,502 | $700,256 | $2,288iApproximate average salary by contribution assumption: employee only about $57,210 at 4% or $38,140 at 6%; with 50% employer match about $38,140 at 4% or $25,427 at 6%; with 100% employer match about $28,605 at 4% or $19,070 at 6%. |
| Wellspire Group Insurance Plan | - | 178 | - | - | - |
| Wellspire Employee Health & Welfare Benefit Plan | - | 64 | - | - | - |
| 2023 | 3 | 477 | $2,065,694 | $593,864 | $1,245iApproximate average salary by contribution assumption: employee only about $31,125 at 4% or $20,750 at 6%; with 50% employer match about $20,750 at 4% or $13,833 at 6%; with 100% employer match about $15,562 at 4% or $10,375 at 6%. |
| Wellspire LLC 401(K) Plan | - | 477 | $2,065,694 | $593,864 | $1,245iApproximate average salary by contribution assumption: employee only about $31,125 at 4% or $20,750 at 6%; with 50% employer match about $20,750 at 4% or $13,833 at 6%; with 100% employer match about $15,562 at 4% or $10,375 at 6%. |
| Wellspire Group Insurance Plan | - | 257 | - | - | - |
| Wellspire Employee Health & Welfare Benefit Plan | - | 90 | - | - | - |
| 2022 | 2 | 305 | $1,652,321 | $503,663 | $1,651iApproximate average salary by contribution assumption: employee only about $41,284 at 4% or $27,523 at 6%; with 50% employer match about $27,523 at 4% or $18,348 at 6%; with 100% employer match about $20,642 at 4% or $13,761 at 6%. |
| Wellspire LLC 401(K) Plan | - | 279 | $1,652,321 | $503,663 | $1,805iApproximate average salary by contribution assumption: employee only about $45,131 at 4% or $30,087 at 6%; with 50% employer match about $30,087 at 4% or $20,058 at 6%; with 100% employer match about $22,566 at 4% or $15,044 at 6%. |
| Wellspire Group Insurance Plan | - | 305 | - | - | - |
| 2021 | 1 | 163 | $1,648,962 | $474,100 | $2,909iApproximate average salary by contribution assumption: employee only about $72,715 at 4% or $48,476 at 6%; with 50% employer match about $48,476 at 4% or $32,318 at 6%; with 100% employer match about $36,357 at 4% or $24,238 at 6%. |
| Wellspire LLC 401(K) Plan | - | 163 | $1,648,962 | $474,100 | $2,909iApproximate average salary by contribution assumption: employee only about $72,715 at 4% or $48,476 at 6%; with 50% employer match about $48,476 at 4% or $32,318 at 6%; with 100% employer match about $36,357 at 4% or $24,238 at 6%. |
| 2020 | 1 | 186 | $1,269,028 | $375,674 | $2,020iApproximate average salary by contribution assumption: employee only about $50,494 at 4% or $33,663 at 6%; with 50% employer match about $33,663 at 4% or $22,442 at 6%; with 100% employer match about $25,247 at 4% or $16,831 at 6%. |
| Wellspire LLC 401(K) Plan | - | 186 | $1,269,028 | $375,674 | $2,020iApproximate average salary by contribution assumption: employee only about $50,494 at 4% or $33,663 at 6%; with 50% employer match about $33,663 at 4% or $22,442 at 6%; with 100% employer match about $25,247 at 4% or $16,831 at 6%. |
| 2019 | 1 | 156 | $703,688 | $654,456 | $4,195iApproximate average salary by contribution assumption: employee only about $104,881 at 4% or $69,921 at 6%; with 50% employer match about $69,921 at 4% or $46,614 at 6%; with 100% employer match about $52,440 at 4% or $34,960 at 6%. |
| Wellspire LLC 401(K) Plan | - | 156 | $703,688 | $654,456 | $4,195iApproximate average salary by contribution assumption: employee only about $104,881 at 4% or $69,921 at 6%; with 50% employer match about $69,921 at 4% or $46,614 at 6%; with 100% employer match about $52,440 at 4% or $34,960 at 6%. |