Original filing (PDF)20230915121617NAL0052159858001

S&Y VENTURES LLP PSP

Name: S&Y VENTURES LLP PSP — BELLA MEDSPA 401(K) PLAN, Form 5500 (2022)
Creator: S&Y VENTURES LLP PSP

Form 5500-SF

FILING_RECEIVED

BELLA MEDSPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S&Y VENTURES LLP PSP.

Plan sponsor

Name

S&Y VENTURES LLP PSP

EIN

20-5782183all filings

Address

1821 BRUCE B DOWNS BLVD · SUITE 120 · WESLEY CHAPPEL, FL · 33544

Phone

(813) 929-1500

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

REED VETERINARY RADIOLOGY, CORP.

REED VETERINARY RADIOLOGY CORP. 401(K) PROFIT SHARING PLAN AND T

$323K · 3 participants

ADVANCED IMAGING PARTNERS LLC

ADVANCED IMAGING PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

$323K · 37 participants

DARYL L PROCTOR DDS DENTAL CORPORATION DBA FOOTHILL ORTHODONTICS

FOOTHILL ORTHODONTICS 401K PROFIT SHARING PLAN

$323K · 5 participants

EYE CONSULTANTS LLC

EYE CONSULTANTS, LLC 401(K) PLAN

$323K · 5 participants

WAHCONAH-MOBILE VETERINARY SER

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.