Original filing (PDF)20241028101935NAL0003651377001

LAKE OCONEE WELLNESS ASSOCIATES LLC

Name: LAKE OCONEE WELLNESS ASSOCIATES LLC — LAKE OCONEE WELLNESS ASSOCIATES LLC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: LAKE OCONEE WELLNESS ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

LAKE OCONEE WELLNESS ASSOCIATES LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKE OCONEE WELLNESS ASSOCIATES LLC.

Plan sponsor

Name

LAKE OCONEE WELLNESS ASSOCIATES LLC

EIN

83-0755688

Address

1741 HOG MOUNTAIN RD BLDG 200 · STE B · WATKINSVILLE, GA · 30677

Phone

(706) 614-0828

Industry

Constructionsee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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