Civic Intelligence

RURAL WELLNESS, INC.

Plan context: RURAL WELLNESS, INC. CASH BALANCE PLAN

EIN 84-5051558 • Laguna Niguel, CA • 12 filings • 4 plans

18 Poppy Hills RoadLaguna Niguel, CA 92677
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$2,171,855

2025 Contributions

$613,241

Historical Graphs

Total Assets Over Time

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

$2,171,855$1,085,928$0202020232025YearValue
$2,171,855Latest year 2025

Participants Over Time

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

23120202020232025YearValue
21Latest year 2025

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
2025221$2,171,855$613,241$29,202iApproximate average salary by contribution assumption: employee only about $730,049 at 4% or $486,699 at 6%; with 50% employer match about $486,699 at 4% or $324,466 at 6%; with 100% employer match about $365,024 at 4% or $243,350 at 6%.
RURAL WELLNESS, INC. CASH BALANCE PLAN-21$1,931,448$532,151$25,341iApproximate average salary by contribution assumption: employee only about $633,513 at 4% or $422,342 at 6%; with 50% employer match about $422,342 at 4% or $281,561 at 6%; with 100% employer match about $316,757 at 4% or $211,171 at 6%.
RURAL WELLNESS, INC. 401(K) PROFIT SHARING PLAN-14$240,407$81,090$5,792iApproximate average salary by contribution assumption: employee only about $144,804 at 4% or $96,536 at 6%; with 50% employer match about $96,536 at 4% or $64,357 at 6%; with 100% employer match about $72,402 at 4% or $48,268 at 6%.
2024221$1,437,140$318,240$15,154iApproximate average salary by contribution assumption: employee only about $378,857 at 4% or $252,571 at 6%; with 50% employer match about $252,571 at 4% or $168,381 at 6%; with 100% employer match about $189,429 at 4% or $126,286 at 6%.
RURAL WELLNESS HEALTHCARE, INC. CASH BALANCE PLAN-21$1,303,467$239,284$11,394iApproximate average salary by contribution assumption: employee only about $284,862 at 4% or $189,908 at 6%; with 50% employer match about $189,908 at 4% or $126,605 at 6%; with 100% employer match about $142,431 at 4% or $94,954 at 6%.
RURAL WELLNESS, INC. 401(K) PROFIT SHARING PLAN-14$133,673$78,956$5,640iApproximate average salary by contribution assumption: employee only about $140,993 at 4% or $93,995 at 6%; with 50% employer match about $93,995 at 4% or $62,663 at 6%; with 100% employer match about $70,496 at 4% or $46,998 at 6%.
2023223$1,210,484$331,090$14,395iApproximate average salary by contribution assumption: employee only about $359,880 at 4% or $239,920 at 6%; with 50% employer match about $239,920 at 4% or $159,947 at 6%; with 100% employer match about $179,940 at 4% or $119,960 at 6%.
RURAL WELLNESS HEALTHCARE, INC. CASH BALANCE PLAN-23$1,004,909$247,302$10,752iApproximate average salary by contribution assumption: employee only about $268,807 at 4% or $179,204 at 6%; with 50% employer match about $179,204 at 4% or $119,470 at 6%; with 100% employer match about $134,403 at 4% or $89,602 at 6%.
RURAL WELLNESS HEALTHCARE, INC. 401(K) PROFIT SHARING PLAN-16$205,575$83,788$5,237iApproximate average salary by contribution assumption: employee only about $130,919 at 4% or $87,279 at 6%; with 50% employer match about $87,279 at 4% or $58,186 at 6%; with 100% employer match about $65,459 at 4% or $43,640 at 6%.
2022223$800,334$374,325$16,275iApproximate average salary by contribution assumption: employee only about $406,875 at 4% or $271,250 at 6%; with 50% employer match about $271,250 at 4% or $180,833 at 6%; with 100% employer match about $203,438 at 4% or $135,625 at 6%.
RURAL WELLNESS HEALTHCARE, INC. CASH BALANCE PLAN-23$698,388$292,936$12,736iApproximate average salary by contribution assumption: employee only about $318,409 at 4% or $212,272 at 6%; with 50% employer match about $212,272 at 4% or $141,515 at 6%; with 100% employer match about $159,204 at 4% or $106,136 at 6%.
RURAL WELLNESS HEALTHCARE, INC. 401(K) PROFIT SHARING PLAN-15$101,946$81,389$5,426iApproximate average salary by contribution assumption: employee only about $135,648 at 4% or $90,432 at 6%; with 50% employer match about $90,432 at 4% or $60,288 at 6%; with 100% employer match about $67,824 at 4% or $45,216 at 6%.
2021213$476,628$227,385$17,491iApproximate average salary by contribution assumption: employee only about $437,279 at 4% or $291,519 at 6%; with 50% employer match about $291,519 at 4% or $194,346 at 6%; with 100% employer match about $218,639 at 4% or $145,760 at 6%.
RURAL WELLNESS HEALTHCARE, INC. CASH BALANCE PLAN-12$444,939$227,385$18,949iApproximate average salary by contribution assumption: employee only about $473,719 at 4% or $315,813 at 6%; with 50% employer match about $315,813 at 4% or $210,542 at 6%; with 100% employer match about $236,859 at 4% or $157,906 at 6%.
RURAL WELLNESS HEALTHCARE, INC. 401(K) PROFIT SHARING PLAN-13$31,689--
2020213$246,492$246,492$18,961iApproximate average salary by contribution assumption: employee only about $474,023 at 4% or $316,015 at 6%; with 50% employer match about $316,015 at 4% or $210,677 at 6%; with 100% employer match about $237,012 at 4% or $158,008 at 6%.
RURAL WELLNESS HEALTHCARE, INC. CASH BALANCE PLAN-9$215,200$215,200$23,911iApproximate average salary by contribution assumption: employee only about $597,778 at 4% or $398,519 at 6%; with 50% employer match about $398,519 at 4% or $265,679 at 6%; with 100% employer match about $298,889 at 4% or $199,259 at 6%.
RURAL WELLNESS HEALTHCARE, INC. 401(K) PROFIT SHARING PLAN-13$31,292$31,292$2,407iApproximate average salary by contribution assumption: employee only about $60,177 at 4% or $40,118 at 6%; with 50% employer match about $40,118 at 4% or $26,745 at 6%; with 100% employer match about $30,088 at 4% or $20,059 at 6%.