Wellness by Lisa Inc.
Plan context: Wellness by Lisa Inc. Retirement Plan
EIN 99-3888534 • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$489,345
2025 Contributions
$295,090
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $489,345 | $0 | - |
| Wellness by Lisa Inc. Retirement Plan | - | 1 | $489,345 | - | - |
| 2024 | 1 | 1 | $206,344 | $295,090 | $295,090iApproximate average salary by contribution assumption: employee only about $7,377,250 at 4% or $4,918,167 at 6%; with 50% employer match about $4,918,167 at 4% or $3,278,778 at 6%; with 100% employer match about $3,688,625 at 4% or $2,459,083 at 6%. |
| Wellness by Lisa Inc. Retirement Plan | - | 1 | $206,344 | $295,090 | $295,090iApproximate average salary by contribution assumption: employee only about $7,377,250 at 4% or $4,918,167 at 6%; with 50% employer match about $4,918,167 at 4% or $3,278,778 at 6%; with 100% employer match about $3,688,625 at 4% or $2,459,083 at 6%. |