· 2022–2024 · DOL EFAST2

Roach Family Wellness, PLLC — Roach Family Wellness, Form 5500 (2023)

Original filing (PDF)20240209143731NAL0005435777001

Roach Family Wellness, PLLC

Form 5500-SF

FILING_RECEIVED

Roach Family Wellness, PLLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Roach Family Wellness, PLLC's Roach Family Wellness, PLLC 401(k) & Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ROACH FAMILY WELLNESS, PLLC

EIN

Address

P.O. BOX 941912 · MAITLAND, FL · 32794

Phone

(407) 678-2009

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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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