Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$46,794
2024 Contributions
$119,358
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 | 1 | 2 | $46,794 | $0 | - |
| Whealth Corp 401(K) Plan | - | 2 | $46,794 | - | - |
| 2023 | 1 | 1 | $28,497 | $0 | - |
| Whealth Corp 401(K) Plan | - | 1 | $28,497 | - | - |
| 2022 | 1 | 1 | $4,280 | $0 | - |
| Whealth Corp 401(K) Plan | - | 1 | $4,280 | - | - |
| 2021 | 1 | 1 | $52,935 | $119,358 | $119,358iApproximate average salary by contribution assumption: employee only about $2,983,950 at 4% or $1,989,300 at 6%; with 50% employer match about $1,989,300 at 4% or $1,326,200 at 6%; with 100% employer match about $1,491,975 at 4% or $994,650 at 6%. |
| Whealth Corp 401(K) Plan | - | 1 | $52,935 | $119,358 | $119,358iApproximate average salary by contribution assumption: employee only about $2,983,950 at 4% or $1,989,300 at 6%; with 50% employer match about $1,989,300 at 4% or $1,326,200 at 6%; with 100% employer match about $1,491,975 at 4% or $994,650 at 6%. |