Original filing (PDF)20240513093143NAL0045749649001

HEALTH EXTENSION, LLC

Name: HEALTH EXTENSION, LLC — HEALTH EXTENSION PET CARE CASH BALANCE PLAN, Form 5500 (2023)
Creator: HEALTH EXTENSION, LLC

Form 5500-SF

FILING_RECEIVED

HEALTH EXTENSION PET CARE CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTH EXTENSION, LLC.

Plan sponsor

Name

HEALTH EXTENSION, LLC

EIN

47-2404157

Address

50 COMMERCE DRIVE · HAUPPAUGE, NY · 11788

Phone

(631) 392-0606

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2024-05-13

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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 Retail Trade plans

LABRADOR II, INC

LABRADOR II, INC 401K

ANIMAL ISLAND INC

ANIMAL ISLAND INC 401(K) PROFIT SHARING PLAN & TRUST

PETS CORNER USA INC

PETS CORNER USA 401(K) PLAN

KOA OPERATIONS INC

KOA OPERATIONS INC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 6 participants

GENEROCITY LLC

GENEROCITY, LLC 401(K) PROFIT SHARING PLAN & TRUST