Original filing (PDF)20250929001808NAL0004801587001

BECKY WOLERY ENTERPRISES, LLC DBA INSIGHT COUNSELING & THERAPY

Name: BECKY WOLERY ENTERPRISES, LLC DBA INSIGHT COUNSELING & THERAPY — INSIGHT COUNSELING & THERAPY 401(K) PLAN, Form 5500 (2024)
Creator: BECKY WOLERY ENTERPRISES, LLC DBA INSIGHT COUNSELING & THERAPY

Form 5500-SF

FILING_RECEIVED

INSIGHT COUNSELING & THERAPY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$177K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BECKY WOLERY ENTERPRISES, LLC DBA INSIGHT COUNSELING & THERAPY.

Plan sponsor

Name

BECKY WOLERY ENTERPRISES, LLC DBA INSIGHT COUNSELING & THERAPY

EIN

20-8758238

Address

250 S. MAIN ST. · PAYETTE, ID · 83661

Phone

(208) 405-0020

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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