Original filing (PDF)20231110120959NAL0000466784001

LWR FAMILY PRACTICE WALK IN

Name: LWR FAMILY PRACTICE WALK IN — LAKEWOOD RANCH FAMILY PRACTICE 401(K) PLAN, Form 5500 (2022)
Creator: LWR FAMILY PRACTICE WALK IN

Form 5500-SF

FILING_RECEIVED

LAKEWOOD RANCH FAMILY PRACTICE 401(K) PLAN

401(k) retirement 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 LWR FAMILY PRACTICE WALK IN.

Plan sponsor

Name

LWR FAMILY PRACTICE WALK IN

EIN

80-0564578

Address

5460-B 63RD ST E · BRADENTON, FL · 34203

Phone

(941) 896-3900

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-13

Filed

2023-11-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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