Civic Intelligence

Malibu Wellness Inc.

Plan context: Malibu Wellness Inc. Employee Stock Ownership Plan and Trust

EIN 95-3987774 • Indianapolis, IN • 9 filings • 2 plans

6050 E Hanna AvenueIndianapolis, IN 46203
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$52,748,009

2024 Contributions

$1,506,385

Historical Graphs

Total Assets Over Time

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

$52,748,009$26,374,005$0201820212024YearValue
$52,748,009Latest year 2024

Participants Over Time

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

65330201820212024YearValue
57Latest year 2024

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
2024257$52,748,009$1,506,385$26,428iApproximate average salary by contribution assumption: employee only about $660,695 at 4% or $440,463 at 6%; with 50% employer match about $440,463 at 4% or $293,642 at 6%; with 100% employer match about $330,348 at 4% or $220,232 at 6%.
Malibu Wellness Inc. Employee Stock Ownership Plan and Trust-51$50,356,207$1,216,263$23,848iApproximate average salary by contribution assumption: employee only about $596,207 at 4% or $397,472 at 6%; with 50% employer match about $397,472 at 4% or $264,981 at 6%; with 100% employer match about $298,104 at 4% or $198,736 at 6%.
Malibu Wellness Inc. 401(K) Plan-57$2,391,802$290,122$5,090iApproximate average salary by contribution assumption: employee only about $127,246 at 4% or $84,831 at 6%; with 50% employer match about $84,831 at 4% or $56,554 at 6%; with 100% employer match about $63,623 at 4% or $42,415 at 6%.
2023165$2,201,044$335,029$5,154iApproximate average salary by contribution assumption: employee only about $128,857 at 4% or $85,905 at 6%; with 50% employer match about $85,905 at 4% or $57,270 at 6%; with 100% employer match about $64,429 at 4% or $42,952 at 6%.
Malibu Wellness Inc. 401(K) Plan-65$2,201,044$335,029$5,154iApproximate average salary by contribution assumption: employee only about $128,857 at 4% or $85,905 at 6%; with 50% employer match about $85,905 at 4% or $57,270 at 6%; with 100% employer match about $64,429 at 4% or $42,952 at 6%.
2022153$1,787,378$285,350$5,384iApproximate average salary by contribution assumption: employee only about $134,599 at 4% or $89,733 at 6%; with 50% employer match about $89,733 at 4% or $59,822 at 6%; with 100% employer match about $67,300 at 4% or $44,866 at 6%.
Malibu Wellness Inc. 401(K) Plan-53$1,787,378$285,350$5,384iApproximate average salary by contribution assumption: employee only about $134,599 at 4% or $89,733 at 6%; with 50% employer match about $89,733 at 4% or $59,822 at 6%; with 100% employer match about $67,300 at 4% or $44,866 at 6%.
2021151$1,945,366$325,590$6,384iApproximate average salary by contribution assumption: employee only about $159,603 at 4% or $106,402 at 6%; with 50% employer match about $106,402 at 4% or $70,935 at 6%; with 100% employer match about $79,801 at 4% or $53,201 at 6%.
Malibu Wellness Inc. 401(K) Plan-51$1,945,366$325,590$6,384iApproximate average salary by contribution assumption: employee only about $159,603 at 4% or $106,402 at 6%; with 50% employer match about $106,402 at 4% or $70,935 at 6%; with 100% employer match about $79,801 at 4% or $53,201 at 6%.
2020141$1,497,798$316,565$7,721iApproximate average salary by contribution assumption: employee only about $193,027 at 4% or $128,685 at 6%; with 50% employer match about $128,685 at 4% or $85,790 at 6%; with 100% employer match about $96,514 at 4% or $64,342 at 6%.
Malibu Wellness Inc. 401(K) Plan-41$1,497,798$316,565$7,721iApproximate average salary by contribution assumption: employee only about $193,027 at 4% or $128,685 at 6%; with 50% employer match about $128,685 at 4% or $85,790 at 6%; with 100% employer match about $96,514 at 4% or $64,342 at 6%.
2019239$6,348,926$336,964$8,640iApproximate average salary by contribution assumption: employee only about $216,003 at 4% or $144,002 at 6%; with 50% employer match about $144,002 at 4% or $96,001 at 6%; with 100% employer match about $108,001 at 4% or $72,001 at 6%.
Malibu Wellness Inc. Employee Stock Ownership Plan and Trust-39$5,313,000$100,391$2,574iApproximate average salary by contribution assumption: employee only about $64,353 at 4% or $42,902 at 6%; with 50% employer match about $42,902 at 4% or $28,601 at 6%; with 100% employer match about $32,177 at 4% or $21,451 at 6%.
Malibu Wellness Inc. 401(K) Plan-37$1,035,926$236,573$6,394iApproximate average salary by contribution assumption: employee only about $159,847 at 4% or $106,564 at 6%; with 50% employer match about $106,564 at 4% or $71,043 at 6%; with 100% employer match about $79,923 at 4% or $53,282 at 6%.
2018138$695,458$753,604$19,832iApproximate average salary by contribution assumption: employee only about $495,792 at 4% or $330,528 at 6%; with 50% employer match about $330,528 at 4% or $220,352 at 6%; with 100% employer match about $247,896 at 4% or $165,264 at 6%.
Malibu Wellness Inc. 401(K) Plan-38$695,458$753,604$19,832iApproximate average salary by contribution assumption: employee only about $495,792 at 4% or $330,528 at 6%; with 50% employer match about $330,528 at 4% or $220,352 at 6%; with 100% employer match about $247,896 at 4% or $165,264 at 6%.