Wellington House Inc.
Plan context: Wellington House Inc. Employee Stock Ownership Plan & Trust
EIN 93-0921768 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$1,210,000
2024 Contributions
$47,168
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 | 20 | $1,210,000 | $47,168 | $2,358iApproximate average salary by contribution assumption: employee only about $58,960 at 4% or $39,307 at 6%; with 50% employer match about $39,307 at 4% or $26,204 at 6%; with 100% employer match about $29,480 at 4% or $19,653 at 6%. |
| Wellington House Inc. Employee Stock Ownership Plan & Trust | - | 20 | $1,210,000 | $47,168 | $2,358iApproximate average salary by contribution assumption: employee only about $58,960 at 4% or $39,307 at 6%; with 50% employer match about $39,307 at 4% or $26,204 at 6%; with 100% employer match about $29,480 at 4% or $19,653 at 6%. |
| 2023 | 1 | 19 | $1,075,000 | $49,236 | $2,591iApproximate average salary by contribution assumption: employee only about $64,784 at 4% or $43,189 at 6%; with 50% employer match about $43,189 at 4% or $28,793 at 6%; with 100% employer match about $32,392 at 4% or $21,595 at 6%. |
| Wellington House Inc. Employee Stock Ownership Plan & Trust | - | 19 | $1,075,000 | $49,236 | $2,591iApproximate average salary by contribution assumption: employee only about $64,784 at 4% or $43,189 at 6%; with 50% employer match about $43,189 at 4% or $28,793 at 6%; with 100% employer match about $32,392 at 4% or $21,595 at 6%. |
| 2022 | 1 | 18 | $900,000 | $47,168 | $2,620iApproximate average salary by contribution assumption: employee only about $65,511 at 4% or $43,674 at 6%; with 50% employer match about $43,674 at 4% or $29,116 at 6%; with 100% employer match about $32,756 at 4% or $21,837 at 6%. |
| Wellington House Inc. Employee Stock Ownership Plan & Trust | - | 18 | $900,000 | $47,168 | $2,620iApproximate average salary by contribution assumption: employee only about $65,511 at 4% or $43,674 at 6%; with 50% employer match about $43,674 at 4% or $29,116 at 6%; with 100% employer match about $32,756 at 4% or $21,837 at 6%. |
| 2021 | 1 | 19 | $500,000 | $47,168 | $2,483iApproximate average salary by contribution assumption: employee only about $62,063 at 4% or $41,375 at 6%; with 50% employer match about $41,375 at 4% or $27,584 at 6%; with 100% employer match about $31,032 at 4% or $20,688 at 6%. |
| Wellington House Inc. Employee Stock Ownership Plan & Trust | - | 19 | $500,000 | $47,168 | $2,483iApproximate average salary by contribution assumption: employee only about $62,063 at 4% or $41,375 at 6%; with 50% employer match about $41,375 at 4% or $27,584 at 6%; with 100% employer match about $31,032 at 4% or $20,688 at 6%. |
| 2020 | 1 | 20 | $90,000 | $47,168 | $2,358iApproximate average salary by contribution assumption: employee only about $58,960 at 4% or $39,307 at 6%; with 50% employer match about $39,307 at 4% or $26,204 at 6%; with 100% employer match about $29,480 at 4% or $19,653 at 6%. |
| Wellington House Inc. Employee Stock Ownership Plan & Trust | - | 20 | $90,000 | $47,168 | $2,358iApproximate average salary by contribution assumption: employee only about $58,960 at 4% or $39,307 at 6%; with 50% employer match about $39,307 at 4% or $26,204 at 6%; with 100% employer match about $29,480 at 4% or $19,653 at 6%. |
| 2019 | 1 | 20 | $75,000 | $0 | - |
| Wellington House Inc. Employee Stock Ownership Plan & Trust | - | 20 | $75,000 | - | - |