Original filing (PDF)20250929001808NAL0004801587001

Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy

Name: Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy — Form 5500 Plan 001 (2024)
Creator: Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insight Counseling & Therapy 401(k) Plan

401(k) retirement plan · Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy's Insight Counseling & Therapy 401(k) Plan held $180K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$177K

People on this filing

Becky Wolery signed Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy's 2024 Form 5500 as plan administrator.

Becky Wolery — 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

Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy's EIN is 20-8758238.

EIN 20-8758238

Plan number 001

Plan year 2024

ACK ID 20250929001808NAL0004801587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Becky Wolery Enterprises, LLC DBA Insight Counseling & Therapy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BECKY WOLERY ENTERPRISES, LLC DBA INSIGHT COUNSELING & THERAPY.

Finding similar companies…

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