How big is The Source Wellness Center PC's plan?

The Source Wellness Center PC's plan reported $120K in assets and 2 participants for 2024.

Original filing (PDF)20251007100345NAL0002566579001

The Source Wellness Center PC

Name: The Source Wellness Center PC — The Source Wellness, Form 5500 (2024)
Creator: The Source Wellness Center PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Source Wellness Center 401(k) Plan

401(k) retirement plan · The Source Wellness Center PC's The Source Wellness Center 401(k) Plan held $120K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

People on this filing

LOU Walters signed The Source Wellness Center PC's 2024 Form 5500 as plan administrator.

LOU Walters — 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

The Source Wellness Center PC's EIN is 27-1283197.

EIN 27-1283197

Plan number 001

Plan year 2024

ACK ID 20251007100345NAL0002566579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Source Wellness Center PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Source Wellness Center PC'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 THE SOURCE WELLNESS CENTER PC.

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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