How big is Chase Wellness PLLC's plan?

Chase Wellness PLLC's plan reported $4K in assets and 3 participants for 2024.

Original filing (PDF)20250722112438NAL0003426864001

Chase Wellness PLLC

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

Form 5500-SF

FILING_RECEIVED

Chase Wellness PLLC 401(k) Plan

401(k) retirement plan · Chase Wellness PLLC's Chase Wellness PLLC 401(k) Plan held $4K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Shirley Horner signed Chase Wellness PLLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chase Wellness PLLC's EIN is 81-4977023.

EIN 81-4977023

Plan number 001

Plan year 2024

ACK ID 20250722112438NAL0003426864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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