Original filing (PDF)20240404123956NAL0008404787001

NEW WELLNESS ASSOCIATES, INC.

Name: NEW WELLNESS ASSOCIATES, INC. — NEW WELLNESS 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: NEW WELLNESS ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

NEW WELLNESS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

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 NEW WELLNESS ASSOCIATES, INC..

Plan sponsor

Name

NEW WELLNESS ASSOCIATES, INC.

EIN

39-1759313all filings

Address

1941 LEHRER LN · KAUKAUNA, WI · 54130

Phone

(920) 497-6200

Industry

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

2024-04-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

THOUGHT PARTNERS, A PSYCHOLOGICAL CORPORATION

THOUGHT PARTNERS, A PSYCHOLOGICAL 401(K) PLAN

$79K · 3 participants

AUSTASTIC ABA THERAPY, INC.

AUTASTIC ABA THERAPY INC. 401(K) PLAN

$79K · 23 participants

LIGHTHOUSE BEHAVIORAL HEALTH LLC

LIGHTHOUSE BEHAVIORAL HEALTH 401(K) PLAN

$79K · 11 participants

BEHAVIORAL HEALTH COUNSELING, DBA PACIFIC NORTHWEST BEHAVIORAL

PNWBH 401K PLAN

$79K · 7 participants

ST. LOUIS CENTER FOR COGNITIVE HEALTH, LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.