Original filing (PDF)20251210220035NAL0006140402003

ZION Wellness PT PC

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

Form 5500-SF

FILING_RECEIVED

ZION Wellness PT PC 401(k) Plan

401(k) retirement plan · ZION Wellness PT PC's ZION Wellness PT PC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

ZION Wellness PT PC's EIN is 82-3742677.

EIN 82-3742677

Plan number 001

Plan year 2024

ACK ID 20251210220035NAL0006140402003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZION Wellness PT PC'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 ZION WELLNESS PT PC.

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 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.

Plan sponsor

Name

ZION WELLNESS PT PC

EIN

all filings

Address

24 NORTH AVE · WESTPORT, CT · 06880

Phone

(212) 353-8693

Industry

Health Care & Social Assistance

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-11-24

Filed

2025-12-10

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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