Tda Wellness PLLC
Plan context: Dr. Lyssy Wellness 401(K) Plan
EIN 84-3457827 • Dallas, TX • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$508,632
2025 Contributions
$101,403
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 | 3 | $508,632 | $101,403 | $33,801iApproximate average salary by contribution assumption: employee only about $845,025 at 4% or $563,350 at 6%; with 50% employer match about $563,350 at 4% or $375,567 at 6%; with 100% employer match about $422,513 at 4% or $281,675 at 6%. |
| Dr. Lyssy Wellness 401(K) Plan | - | 3 | $508,632 | $101,403 | $33,801iApproximate average salary by contribution assumption: employee only about $845,025 at 4% or $563,350 at 6%; with 50% employer match about $563,350 at 4% or $375,567 at 6%; with 100% employer match about $422,513 at 4% or $281,675 at 6%. |
| 2024 | 2 | 3 | $1,037,251 | $179,607 | $59,869iApproximate average salary by contribution assumption: employee only about $1,496,725 at 4% or $997,817 at 6%; with 50% employer match about $997,817 at 4% or $665,211 at 6%; with 100% employer match about $748,363 at 4% or $498,908 at 6%. |
| DR. LYSSY WELLNESS CASH BALANCE PLAN | - | 3 | $689,881 | $82,915 | $27,638iApproximate average salary by contribution assumption: employee only about $690,958 at 4% or $460,639 at 6%; with 50% employer match about $460,639 at 4% or $307,093 at 6%; with 100% employer match about $345,479 at 4% or $230,319 at 6%. |
| Dr. Lyssy Wellness 401(K) Plan | - | 3 | $347,370 | $96,692 | $32,231iApproximate average salary by contribution assumption: employee only about $805,767 at 4% or $537,178 at 6%; with 50% employer match about $537,178 at 4% or $358,119 at 6%; with 100% employer match about $402,883 at 4% or $268,589 at 6%. |
| 2023 | 2 | 3 | $847,255 | $231,992 | $77,331iApproximate average salary by contribution assumption: employee only about $1,933,267 at 4% or $1,288,844 at 6%; with 50% employer match about $1,288,844 at 4% or $859,230 at 6%; with 100% employer match about $966,633 at 4% or $644,422 at 6%. |
| DR. LYSSY WELLNESS CASH BALANCE PLAN | - | 3 | $626,188 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Dr. Lyssy Wellness 401(K) Plan | - | 3 | $221,067 | $81,992 | $27,331iApproximate average salary by contribution assumption: employee only about $683,267 at 4% or $455,511 at 6%; with 50% employer match about $455,511 at 4% or $303,674 at 6%; with 100% employer match about $341,633 at 4% or $227,756 at 6%. |
| 2022 | 2 | 2 | $486,236 | $205,358 | $102,679iApproximate average salary by contribution assumption: employee only about $2,566,975 at 4% or $1,711,317 at 6%; with 50% employer match about $1,711,317 at 4% or $1,140,878 at 6%; with 100% employer match about $1,283,488 at 4% or $855,658 at 6%. |
| DR. LYSSY WELLNESS CASH BALANCE PLAN | - | 2 | $371,517 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Dr. Lyssy Wellness 401(K) Plan | - | 2 | $114,719 | $55,358 | $27,679iApproximate average salary by contribution assumption: employee only about $691,975 at 4% or $461,317 at 6%; with 50% employer match about $461,317 at 4% or $307,544 at 6%; with 100% employer match about $345,988 at 4% or $230,658 at 6%. |
| 2021 | 2 | 2 | $311,228 | $141,986 | $70,993iApproximate average salary by contribution assumption: employee only about $1,774,825 at 4% or $1,183,217 at 6%; with 50% employer match about $1,183,217 at 4% or $788,811 at 6%; with 100% employer match about $887,413 at 4% or $591,608 at 6%. |
| DR. LYSSY WELLNESS CASH BALANCE PLAN | - | 2 | $242,329 | $97,500 | $48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%. |
| Dr. Lyssy Wellness 401(K) Plan | - | 2 | $68,899 | $44,486 | $22,243iApproximate average salary by contribution assumption: employee only about $556,075 at 4% or $370,717 at 6%; with 50% employer match about $370,717 at 4% or $247,144 at 6%; with 100% employer match about $278,038 at 4% or $185,358 at 6%. |
| 2020 | 2 | 2 | $153,757 | $153,757 | $76,879iApproximate average salary by contribution assumption: employee only about $1,921,963 at 4% or $1,281,308 at 6%; with 50% employer match about $1,281,308 at 4% or $854,206 at 6%; with 100% employer match about $960,981 at 4% or $640,654 at 6%. |
| DR. LYSSY WELLNESS CASH BALANCE PLAN | - | 2 | $130,956 | $130,956 | $65,478iApproximate average salary by contribution assumption: employee only about $1,636,950 at 4% or $1,091,300 at 6%; with 50% employer match about $1,091,300 at 4% or $727,533 at 6%; with 100% employer match about $818,475 at 4% or $545,650 at 6%. |
| Dr. Lyssy Wellness 401(K) Plan | - | 2 | $22,801 | $22,801 | $11,401iApproximate average salary by contribution assumption: employee only about $285,013 at 4% or $190,008 at 6%; with 50% employer match about $190,008 at 4% or $126,672 at 6%; with 100% employer match about $142,506 at 4% or $95,004 at 6%. |