Original filing (PDF)20241124082721NAL0001595427001

THE BREATHING ASSOCIATION

Name: THE BREATHING ASSOCIATION — THE BREATHING ASSOCIATION RETIREMENT PLAN AND TRUST, Form 5500 (2023)
Creator: THE BREATHING ASSOCIATION

Form 5500-SF

FILING_RECEIVED

THE BREATHING ASSOCIATION RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BREATHING ASSOCIATION.

Plan sponsor

Name

THE BREATHING ASSOCIATION

EIN

31-4387540

Address

788 MOUNT VERNON AVE · COLUMBUS, OH · 43203

Phone

(614) 457-4570

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-11-24

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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$666K · 10 participants

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ELCONA COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST

$666K · 31 participants

THE TRAVELERS PROTECTIVE ASSOC

THE TRAVELERS PROTECTIVE ASSOC 401(K) PROFIT SHARING PLAN & TRUST

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WASHINGTON COUNTY MARYLAND CONVENTION & VISITORS BUREAU, INC.

WASHINGTON COUNTY MARYLAND CONVENTION & VISITORS BUREAU 401(K) PLAN

$666K · 5 participants