How big is Well BEAM Inc.'s plan?

Well BEAM Inc.'s plan reported $249K in assets and 11 participants for 2023.

Original filing (PDF)20240607190103NAL0011281043001

Well BEAM Inc.

Name: Well BEAM Inc. — Well BEAM Inc. 401(k), Form 5500 (2023)
Creator: Well BEAM Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Well BEAM Inc. 401(k)

401(k) retirement plan · Well BEAM Inc.'s Well BEAM Inc. 401(k) held $249K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Stephen WONG signed Well BEAM Inc.'s 2023 Form 5500 as plan administrator.

Stephen WONG — 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

Well BEAM Inc.'s EIN is 83-4141708.

EIN 83-4141708

Plan number 001

Plan year 2023

ACK ID 20240607190103NAL0011281043001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Well BEAM Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Well BEAM Inc.'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 WELL BEAM INC.

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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