Original filing (PDF)20250423062408NAL0005596017001

WENDY WEBB SCHOENEWALD, P.T., INC.

Name: WENDY WEBB SCHOENEWALD, P.T., INC. — WENDY WEBB SCHOENEWALD, P.T., INC. 401K PLAN, Form 5500 (2024)
Creator: WENDY WEBB SCHOENEWALD, P.T., INC.

Form 5500-SF

FILING_RECEIVED

WENDY WEBB SCHOENEWALD, P.T., INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 WENDY WEBB SCHOENEWALD, P.T., INC..

Plan sponsor

Name

WENDY WEBB SCHOENEWALD, P.T., INC.

EIN

23-3026149

Address

1456 FERRY ROAD, SUITE 601 · DOYLESTOWN, PA · 18901

Phone

(215) 489-3234

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

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BEHAVIORAL PERSPECTIVE INC

BEHAVIORAL PERSPECTIVE INC 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 161 participants

NORTHERN VIRGINIA PSYCHIATRIC GROUP

NVPG EMPLOYEES' 401(K) PLAN

$1.8M · 8 participants

BEST PHYSICAL THERAPY, INC.

BEST PHYSICAL THERAPY 401(K) PROFIT SHARING PLAN

$1.7M · 22 participants

MILLIANO AUDIOLOGY, LLC

MILLIANO AUDIOLOGY 401(K) PROFIT SHARING PLAN

$1.7M · 7 participants

S. POTTS & PROFESSIONALS INC. DBA PEDIATRIC THERAPY ASSOCIATES