EQUITY AND WELLNESS INSTITUTE
Plan context: EQUITY AND WELLNESS INSTITUTE 401(K) PLAN
EIN 85-2080740 • Sacramento, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$108,934
2025 Contributions
$19,112
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 | $108,934 | $19,112 | $6,371iApproximate average salary by contribution assumption: employee only about $159,267 at 4% or $106,178 at 6%; with 50% employer match about $106,178 at 4% or $70,785 at 6%; with 100% employer match about $79,633 at 4% or $53,089 at 6%. |
| EQUITY AND WELLNESS INSTITUTE 401(K) PLAN | - | 3 | $108,934 | $19,112 | $6,371iApproximate average salary by contribution assumption: employee only about $159,267 at 4% or $106,178 at 6%; with 50% employer match about $106,178 at 4% or $70,785 at 6%; with 100% employer match about $79,633 at 4% or $53,089 at 6%. |
| 2024 | 1 | 3 | $74,494 | $47,740 | $15,913iApproximate average salary by contribution assumption: employee only about $397,833 at 4% or $265,222 at 6%; with 50% employer match about $265,222 at 4% or $176,815 at 6%; with 100% employer match about $198,917 at 4% or $132,611 at 6%. |
| EQUITY AND WELLNESS INSTITUTE 401(K) PLAN | - | 3 | $74,494 | $47,740 | $15,913iApproximate average salary by contribution assumption: employee only about $397,833 at 4% or $265,222 at 6%; with 50% employer match about $265,222 at 4% or $176,815 at 6%; with 100% employer match about $198,917 at 4% or $132,611 at 6%. |
| 2023 | 1 | 4 | $36,261 | $32,452 | $8,113iApproximate average salary by contribution assumption: employee only about $202,825 at 4% or $135,217 at 6%; with 50% employer match about $135,217 at 4% or $90,144 at 6%; with 100% employer match about $101,413 at 4% or $67,608 at 6%. |
| EQUITY AND WELLNESS INSTITUTE 401(K) PLAN | - | 4 | $36,261 | $32,452 | $8,113iApproximate average salary by contribution assumption: employee only about $202,825 at 4% or $135,217 at 6%; with 50% employer match about $135,217 at 4% or $90,144 at 6%; with 100% employer match about $101,413 at 4% or $67,608 at 6%. |
| 2022 | 1 | 1 | $898 | $924 | $924iApproximate average salary by contribution assumption: employee only about $23,100 at 4% or $15,400 at 6%; with 50% employer match about $15,400 at 4% or $10,267 at 6%; with 100% employer match about $11,550 at 4% or $7,700 at 6%. |
| EQUITY AND WELLNESS INSTITUTE 401(K) PLAN | - | 1 | $898 | $924 | $924iApproximate average salary by contribution assumption: employee only about $23,100 at 4% or $15,400 at 6%; with 50% employer match about $15,400 at 4% or $10,267 at 6%; with 100% employer match about $11,550 at 4% or $7,700 at 6%. |