· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE WELL PLANNED COMPANIES, INC. — WELL PLANNED COMPANIES, INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924082426NAL0016645522001
THE WELL PLANNED COMPANIES, INC.
Form 5500-SF
FILING_RECEIVED
WELL PLANNED COMPANIES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE WELL PLANNED COMPANIES, INC.
.
Find decision makers
Plan sponsor
Name
THE WELL PLANNED COMPANIES, INC.
EIN
41-2101347
Address
2050 112TH AVE NE · STE 210 · BELLEVUE, WA · 98004
Phone
(425) 462-6335
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
THE ALISIANI COMPANY LLC
THEODORE FINANCIAL GROUP 401(K) PLAN
$3.0M · 24 participants
MME CAPITAL, LLC
ERPELDING FINANCIAL GROUP CASH BALANCE PLAN
$3.0M · 13 participants
GLOBAL INDEMNITY INSURANCE AGENCY, INC.
GLOBAL INDEMNITY INSURANCE AGENCY, INC. 401(K) PLAN
$3.0M · 16 participants
THORSON & ASSOCIATES INSURANCE SERVICES, INC.
THORSON & ASSOCIATES INSURANCE SERVICES, INC. 401(K) PLAN
$3.0M · 23 participants
CHARLES L. KENT
CHARLES L. KENT PROFIT SHARING PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.0M · 2 participants
JONES & PEACOCK, INC.
JONES & PEACOCK, INC. SAVINGS RETIREMENT PLAN
$3.0M · 10 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
