· 2022–2024 · DOL EFAST2

WELLFORD FAMILY MEDICINE P.C. — WELLFORD FAMILY MEDICINE P.C. PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230807073813NAL0025395201001

WELLFORD FAMILY MEDICINE P.C.

Form 5500-SF

FILING_RECEIVED

WELLFORD FAMILY MEDICINE P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

10

Accounts w/ balance

8

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

48

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLFORD FAMILY MEDICINE P.C..

Plan sponsor

Name

WELLFORD FAMILY MEDICINE P.C.

EIN

57-0916552

Address

102 ASTOR ST · WELLFORD, SC · 29385

Phone

(864) 439-5338

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-07

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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