Wise & Healthy Aging
Plan context: Wise & Healthy Aging 401(K) Plan
EIN 95-2788014 • Santa Monica, CA • 34 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
89
2024 Assets
$4,024,991
2024 Contributions
$393,579
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 | 89 | $4,024,991 | $393,579 | $4,422iApproximate average salary by contribution assumption: employee only about $110,556 at 4% or $73,704 at 6%; with 50% employer match about $73,704 at 4% or $49,136 at 6%; with 100% employer match about $55,278 at 4% or $36,852 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 89 | $4,024,991 | $393,579 | $4,422iApproximate average salary by contribution assumption: employee only about $110,556 at 4% or $73,704 at 6%; with 50% employer match about $73,704 at 4% or $49,136 at 6%; with 100% employer match about $55,278 at 4% or $36,852 at 6%. |
| 2023 | 1 | 97 | $3,592,927 | $379,090 | $3,908iApproximate average salary by contribution assumption: employee only about $97,704 at 4% or $65,136 at 6%; with 50% employer match about $65,136 at 4% or $43,424 at 6%; with 100% employer match about $48,852 at 4% or $32,568 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 97 | $3,592,927 | $379,090 | $3,908iApproximate average salary by contribution assumption: employee only about $97,704 at 4% or $65,136 at 6%; with 50% employer match about $65,136 at 4% or $43,424 at 6%; with 100% employer match about $48,852 at 4% or $32,568 at 6%. |
| 2022 | 1 | 88 | $2,912,834 | $359,512 | $4,085iApproximate average salary by contribution assumption: employee only about $102,134 at 4% or $68,089 at 6%; with 50% employer match about $68,089 at 4% or $45,393 at 6%; with 100% employer match about $51,067 at 4% or $34,045 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 88 | $2,912,834 | $359,512 | $4,085iApproximate average salary by contribution assumption: employee only about $102,134 at 4% or $68,089 at 6%; with 50% employer match about $68,089 at 4% or $45,393 at 6%; with 100% employer match about $51,067 at 4% or $34,045 at 6%. |
| 2021 | 1 | 78 | $3,173,693 | $351,590 | $4,508iApproximate average salary by contribution assumption: employee only about $112,689 at 4% or $75,126 at 6%; with 50% employer match about $75,126 at 4% or $50,084 at 6%; with 100% employer match about $56,345 at 4% or $37,563 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 78 | $3,173,693 | $351,590 | $4,508iApproximate average salary by contribution assumption: employee only about $112,689 at 4% or $75,126 at 6%; with 50% employer match about $75,126 at 4% or $50,084 at 6%; with 100% employer match about $56,345 at 4% or $37,563 at 6%. |
| 2020 | 1 | 73 | $2,637,503 | $556,303 | $7,621iApproximate average salary by contribution assumption: employee only about $190,515 at 4% or $127,010 at 6%; with 50% employer match about $127,010 at 4% or $84,673 at 6%; with 100% employer match about $95,257 at 4% or $63,505 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 73 | $2,637,503 | $556,303 | $7,621iApproximate average salary by contribution assumption: employee only about $190,515 at 4% or $127,010 at 6%; with 50% employer match about $127,010 at 4% or $84,673 at 6%; with 100% employer match about $95,257 at 4% or $63,505 at 6%. |
| 2019 | 1 | 72 | $2,404,408 | $386,750 | $5,372iApproximate average salary by contribution assumption: employee only about $134,288 at 4% or $89,525 at 6%; with 50% employer match about $89,525 at 4% or $59,684 at 6%; with 100% employer match about $67,144 at 4% or $44,763 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 72 | $2,404,408 | $386,750 | $5,372iApproximate average salary by contribution assumption: employee only about $134,288 at 4% or $89,525 at 6%; with 50% employer match about $89,525 at 4% or $59,684 at 6%; with 100% employer match about $67,144 at 4% or $44,763 at 6%. |
| 2018 | 1 | 66 | $1,983,679 | $323,238 | $4,898iApproximate average salary by contribution assumption: employee only about $122,439 at 4% or $81,626 at 6%; with 50% employer match about $81,626 at 4% or $54,417 at 6%; with 100% employer match about $61,219 at 4% or $40,813 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 66 | $1,983,679 | $323,238 | $4,898iApproximate average salary by contribution assumption: employee only about $122,439 at 4% or $81,626 at 6%; with 50% employer match about $81,626 at 4% or $54,417 at 6%; with 100% employer match about $61,219 at 4% or $40,813 at 6%. |
| 2017 | 2 | 61 | $3,778,414 | $575,264 | $9,431iApproximate average salary by contribution assumption: employee only about $235,764 at 4% or $157,176 at 6%; with 50% employer match about $157,176 at 4% or $104,784 at 6%; with 100% employer match about $117,882 at 4% or $78,588 at 6%. |
| Wise Senior Services 403B Plan | - | 61 | $1,889,207 | $287,632 | $4,715iApproximate average salary by contribution assumption: employee only about $117,882 at 4% or $78,588 at 6%; with 50% employer match about $78,588 at 4% or $52,392 at 6%; with 100% employer match about $58,941 at 4% or $39,294 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 61 | $1,889,207 | $287,632 | $4,715iApproximate average salary by contribution assumption: employee only about $117,882 at 4% or $78,588 at 6%; with 50% employer match about $78,588 at 4% or $52,392 at 6%; with 100% employer match about $58,941 at 4% or $39,294 at 6%. |
| 2016 | 2 | 69 | $3,155,914 | $563,252 | $8,163iApproximate average salary by contribution assumption: employee only about $204,077 at 4% or $136,051 at 6%; with 50% employer match about $136,051 at 4% or $90,701 at 6%; with 100% employer match about $102,038 at 4% or $68,026 at 6%. |
| Wise Senior Services 403B Plan | - | 69 | $1,577,957 | $281,626 | $4,082iApproximate average salary by contribution assumption: employee only about $102,038 at 4% or $68,026 at 6%; with 50% employer match about $68,026 at 4% or $45,350 at 6%; with 100% employer match about $51,019 at 4% or $34,013 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 69 | $1,577,957 | $281,626 | $4,082iApproximate average salary by contribution assumption: employee only about $102,038 at 4% or $68,026 at 6%; with 50% employer match about $68,026 at 4% or $45,350 at 6%; with 100% employer match about $51,019 at 4% or $34,013 at 6%. |
| 2015 | 1 | 76 | $1,232,296 | $540,461 | $7,111iApproximate average salary by contribution assumption: employee only about $177,783 at 4% or $118,522 at 6%; with 50% employer match about $118,522 at 4% or $79,015 at 6%; with 100% employer match about $88,892 at 4% or $59,261 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 76 | $1,232,296 | $540,461 | $7,111iApproximate average salary by contribution assumption: employee only about $177,783 at 4% or $118,522 at 6%; with 50% employer match about $118,522 at 4% or $79,015 at 6%; with 100% employer match about $88,892 at 4% or $59,261 at 6%. |
| 2014 | 1 | 61 | $732,377 | $184,681 | $3,028iApproximate average salary by contribution assumption: employee only about $75,689 at 4% or $50,459 at 6%; with 50% employer match about $50,459 at 4% or $33,640 at 6%; with 100% employer match about $37,844 at 4% or $25,230 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 61 | $732,377 | $184,681 | $3,028iApproximate average salary by contribution assumption: employee only about $75,689 at 4% or $50,459 at 6%; with 50% employer match about $50,459 at 4% or $33,640 at 6%; with 100% employer match about $37,844 at 4% or $25,230 at 6%. |
| 2013 | 1 | 53 | $957,190 | $176,364 | $3,328iApproximate average salary by contribution assumption: employee only about $83,191 at 4% or $55,460 at 6%; with 50% employer match about $55,460 at 4% or $36,974 at 6%; with 100% employer match about $41,595 at 4% or $27,730 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 53 | $957,190 | $176,364 | $3,328iApproximate average salary by contribution assumption: employee only about $83,191 at 4% or $55,460 at 6%; with 50% employer match about $55,460 at 4% or $36,974 at 6%; with 100% employer match about $41,595 at 4% or $27,730 at 6%. |
| 2012 | 1 | 47 | $868,068 | $123,350 | $2,624iApproximate average salary by contribution assumption: employee only about $65,612 at 4% or $43,741 at 6%; with 50% employer match about $43,741 at 4% or $29,161 at 6%; with 100% employer match about $32,806 at 4% or $21,871 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 47 | $868,068 | $123,350 | $2,624iApproximate average salary by contribution assumption: employee only about $65,612 at 4% or $43,741 at 6%; with 50% employer match about $43,741 at 4% or $29,161 at 6%; with 100% employer match about $32,806 at 4% or $21,871 at 6%. |
| 2011 | 1 | 43 | $673,585 | $112,256 | $2,611iApproximate average salary by contribution assumption: employee only about $65,265 at 4% or $43,510 at 6%; with 50% employer match about $43,510 at 4% or $29,007 at 6%; with 100% employer match about $32,633 at 4% or $21,755 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 43 | $673,585 | $112,256 | $2,611iApproximate average salary by contribution assumption: employee only about $65,265 at 4% or $43,510 at 6%; with 50% employer match about $43,510 at 4% or $29,007 at 6%; with 100% employer match about $32,633 at 4% or $21,755 at 6%. |
| 2010 | 2 | 48 | $613,642 | $119,651 | $2,493iApproximate average salary by contribution assumption: employee only about $62,318 at 4% or $41,545 at 6%; with 50% employer match about $41,545 at 4% or $27,697 at 6%; with 100% employer match about $31,159 at 4% or $20,773 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 48 | $613,642 | $119,651 | $2,493iApproximate average salary by contribution assumption: employee only about $62,318 at 4% or $41,545 at 6%; with 50% employer match about $41,545 at 4% or $27,697 at 6%; with 100% employer match about $31,159 at 4% or $20,773 at 6%. |
| Wise Senior Services 403B Plan | - | 0 | $0 | - | - |
| 2009 | 2 | 47 | $872,546 | $115,489 | $2,457iApproximate average salary by contribution assumption: employee only about $61,430 at 4% or $40,954 at 6%; with 50% employer match about $40,954 at 4% or $27,302 at 6%; with 100% employer match about $30,715 at 4% or $20,477 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 47 | $654,776 | $115,489 | $2,457iApproximate average salary by contribution assumption: employee only about $61,430 at 4% or $40,954 at 6%; with 50% employer match about $40,954 at 4% or $27,302 at 6%; with 100% employer match about $30,715 at 4% or $20,477 at 6%. |
| Wise Senior Services 403B Plan | - | 38 | $217,770 | - | - |
| 2008 | 2 | 58 | $537,703 | $228,096 | $3,933iApproximate average salary by contribution assumption: employee only about $98,317 at 4% or $65,545 at 6%; with 50% employer match about $65,545 at 4% or $43,697 at 6%; with 100% employer match about $49,159 at 4% or $32,772 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 58 | $537,703 | $228,096 | $3,933iApproximate average salary by contribution assumption: employee only about $98,317 at 4% or $65,545 at 6%; with 50% employer match about $65,545 at 4% or $43,697 at 6%; with 100% employer match about $49,159 at 4% or $32,772 at 6%. |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 2007 | 2 | 76 | $0 | $0 | - |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| Wise & Healthy Aging 401(K) Plan | - | 76 | - | - | - |
| 2006 | 2 | 57 | $552,886 | $243,994 | $4,281iApproximate average salary by contribution assumption: employee only about $107,015 at 4% or $71,343 at 6%; with 50% employer match about $71,343 at 4% or $47,562 at 6%; with 100% employer match about $53,507 at 4% or $35,672 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 57 | $552,886 | $243,994 | $4,281iApproximate average salary by contribution assumption: employee only about $107,015 at 4% or $71,343 at 6%; with 50% employer match about $71,343 at 4% or $47,562 at 6%; with 100% employer match about $53,507 at 4% or $35,672 at 6%. |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 2005 | 2 | 56 | $320,550 | $328,516 | $5,866iApproximate average salary by contribution assumption: employee only about $146,659 at 4% or $97,773 at 6%; with 50% employer match about $97,773 at 4% or $65,182 at 6%; with 100% employer match about $73,329 at 4% or $48,886 at 6%. |
| Wise & Healthy Aging 401(K) Plan | - | 56 | $320,550 | $328,516 | $5,866iApproximate average salary by contribution assumption: employee only about $146,659 at 4% or $97,773 at 6%; with 50% employer match about $97,773 at 4% or $65,182 at 6%; with 100% employer match about $73,329 at 4% or $48,886 at 6%. |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Wise Senior Services 403B Plan | - | 0 | - | - | - |