Civic Intelligence

DR A AND B WELLNESS

Plan context: DR A AND B WELLNESS 401(K) PROFIT SHARING PLAN & TRUST

EIN 87-2359704 • West Palm Beach, FL • 4 filings • 1 plans

1037 S State Road 7 Ste 211West Palm Beach, FL 33414-6139
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$96,736

2025 Contributions

$10,589

Historical Graphs

Total Assets Over Time

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

$96,736$48,368$0202220242025YearValue
$96,736Latest year 2025

Participants Over Time

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

320202220242025YearValue
3Latest 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
202513$96,736$10,589$3,530iApproximate average salary by contribution assumption: employee only about $88,242 at 4% or $58,828 at 6%; with 50% employer match about $58,828 at 4% or $39,219 at 6%; with 100% employer match about $44,121 at 4% or $29,414 at 6%.
DR A AND B WELLNESS 401(K) PROFIT SHARING PLAN & TRUST-3$96,736$10,589$3,530iApproximate average salary by contribution assumption: employee only about $88,242 at 4% or $58,828 at 6%; with 50% employer match about $58,828 at 4% or $39,219 at 6%; with 100% employer match about $44,121 at 4% or $29,414 at 6%.
202413$71,500$47,117$15,706iApproximate average salary by contribution assumption: employee only about $392,642 at 4% or $261,761 at 6%; with 50% employer match about $261,761 at 4% or $174,507 at 6%; with 100% employer match about $196,321 at 4% or $130,881 at 6%.
DR A AND B WELLNESS 401(K) PROFIT SHARING PLAN & TRUST-3$71,500$47,117$15,706iApproximate average salary by contribution assumption: employee only about $392,642 at 4% or $261,761 at 6%; with 50% employer match about $261,761 at 4% or $174,507 at 6%; with 100% employer match about $196,321 at 4% or $130,881 at 6%.
202313$30,093$26,350$8,783iApproximate average salary by contribution assumption: employee only about $219,583 at 4% or $146,389 at 6%; with 50% employer match about $146,389 at 4% or $97,593 at 6%; with 100% employer match about $109,792 at 4% or $73,194 at 6%.
DR A AND B WELLNESS 401(K) PROFIT SHARING PLAN & TRUST-3$30,093$26,350$8,783iApproximate average salary by contribution assumption: employee only about $219,583 at 4% or $146,389 at 6%; with 50% employer match about $146,389 at 4% or $97,593 at 6%; with 100% employer match about $109,792 at 4% or $73,194 at 6%.
202213$2,539$3,209$1,070iApproximate average salary by contribution assumption: employee only about $26,742 at 4% or $17,828 at 6%; with 50% employer match about $17,828 at 4% or $11,885 at 6%; with 100% employer match about $13,371 at 4% or $8,914 at 6%.
DR A AND B WELLNESS 401(K) PROFIT SHARING PLAN & TRUST-3$2,539$3,209$1,070iApproximate average salary by contribution assumption: employee only about $26,742 at 4% or $17,828 at 6%; with 50% employer match about $17,828 at 4% or $11,885 at 6%; with 100% employer match about $13,371 at 4% or $8,914 at 6%.