How big is Wellness, Inc.'s plan?

Wellness, Inc.'s plan reported $879K in assets and 10 participants for 2024.

Original filing (PDF)20251014102506NAL0001218275001

Wellness, Inc.

Name: Wellness, Inc. — Wellness Inc. 401(k) Plan, Form 5500 (2024)
Creator: Wellness, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellness Inc. 401(k) Plan

401(k) retirement plan · Wellness, Inc.'s Wellness Inc. 401(k) Plan held $879K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

Plan identifiers

Wellness, Inc.'s EIN is 45-4417912.

EIN 45-4417912

Plan number 001

Plan year 2024

ACK ID 20251014102506NAL0001218275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellness, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellness, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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.

Plan sponsor

Name

WELLNESS, INC.

EIN

all filings

Address

5797 MEADOW POND CT. · SUMMERFIELD, NC · 27358

Phone

(336) 643-3472

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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