How big is Wellness Concepts, Inc.'s plan?

Wellness Concepts, Inc.'s plan reported $713K in assets and 10 participants for 2024.

Original filing (PDF)20250620045644NAL0003659281001

Wellness Concepts, Inc.

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

Form 5500-SF

FILING_RECEIVED

Wellness Concepts 401(k) Plan

401(k) retirement plan · Wellness Concepts, Inc.'s Wellness Concepts 401(k) Plan held $713K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

Plan identifiers

Wellness Concepts, Inc.'s EIN is 47-2564947.

EIN 47-2564947

Plan number 001

Plan year 2024

ACK ID 20250620045644NAL0003659281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

WELLNESS CONCEPTS, INC.

EIN

all filings

Address

291 MAIN STREET, SUITE 12 · GREAT BARRINGTON, MA · 01230

Phone

(413) 591-6729

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator