Original filing (PDF)20240625094721NAL0014959234001

UNIVERSITY WELLNESS AND WEIGHT

Name: UNIVERSITY WELLNESS AND WEIGHT — UNIVERSITY WELLNESS AND WEIGHT LOSS CENTER LLC 401K PLAN, Form 5500 (2023)
Creator: UNIVERSITY WELLNESS AND WEIGHT

Form 5500-SF

FILING_RECEIVED

UNIVERSITY WELLNESS AND WEIGHT LOSS CENTER LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 UNIVERSITY WELLNESS AND WEIGHT.

Plan sponsor

Name

UNIVERSITY WELLNESS AND WEIGHT

EIN

26-4291772

Address

17009 PINES BOULEVARD · PEMBROKE PINES, FL · 33027

Phone

(954) 802-2000

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-25

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 Offices of Physicians plans

OIL VALLEY INTERNAL MEDICINE ASSOCIATES PC

OVIMA 401(K) PLAN

$1.7M · 7 participants

HONOLULU PAIN MANAGEMENT CLINIC, LLC

HONOLULU PAIN MANAGEMENT CLINIC, LLC 401K RETIREMENT SAVINGS PLAN

$1.7M · 12 participants

MIDWEST PRIMARY CARE, S.C.

MIDWEST PRIMARY CARE, S.C. 401(K) PROFIT SHARING PLAN

$1.7M · 8 participants

MICHAEL K. MCCRAY, MD, INC.

MICHAEL K. MCCRAY, MD, INC. 401(K) PROFIT SHARING PLAN

$1.7M · 13 participants

LA CLINICA DEL PUEBLO DE RIO ARRIBA