Original filing (PDF)20240930085821NAL0005350849001

Wellington Counseling Group

Name: Wellington Counseling Group — Wellington Counseling, Form 5500 (2023)
Creator: Wellington Counseling Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellington Counseling Group 401(k) Plan

401(k) retirement plan · Wellington Counseling Group's Wellington Counseling Group 401(k) Plan filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 1.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

David Rakofsky signed Wellington Counseling Group's 2023 Form 5500 as plan administrator.

David Rakofsky — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wellington Counseling Group's EIN is 20-3923053.

EIN 20-3923053

Plan number 001

Plan year 2023

ACK ID 20240930085821NAL0005350849001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wellington Counseling Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wellington Counseling Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLINGTON COUNSELING GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off