Original filing (PDF)20251009135559NAL0007098145001

WELLS GASTROENTEROLOGY, PLLC

Name: WELLS GASTROENTEROLOGY, PLLC — WELLS GASTROENTEROLOGY, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WELLS GASTROENTEROLOGY, PLLC

Form 5500-SF

FILING_RECEIVED

WELLS GASTROENTEROLOGY, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLS GASTROENTEROLOGY, PLLC.

Plan sponsor

Name

WELLS GASTROENTEROLOGY, PLLC

EIN

51-0431510

Address

4955 N. BAILEY AVENUE · SUITE 201 · AMHERST, NY · 14226

Phone

(716) 834-6152

Industry