How big is Well Being - Being Well LLC's plan?

Well Being - Being Well LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250730145551NAL0002020803001

Well Being - Being Well LLC

Name: Well Being - Being Well LLC — Well Being - Being, Form 5500 (2024)
Creator: Well Being - Being Well LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Well Being - Being Well LLC 401(k) Plan

401(k) retirement plan · Well Being - Being Well LLC's Well Being - Being Well LLC 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kathryn Lemmerman signed Well Being - Being Well LLC's 2024 Form 5500 as plan administrator.

Kathryn Lemmerman — 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

Well Being - Being Well LLC's EIN is 27-0375292.

EIN 27-0375292

Plan number 001

Plan year 2024

ACK ID 20250730145551NAL0002020803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Well Being - Being Well LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Well Being - Being Well LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELL BEING - BEING WELL LLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WELL BEING - BEING WELL LLC

EIN

all filings

Address

6862 ELM STREET SUITE 720 · MCLEAN, VA · 22101

Phone

(703) 635-2158

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator