Original filing (PDF)20250529130541NAL0007817569001

WELL BALANCED HEALTHCARE LLC

Name: WELL BALANCED HEALTHCARE LLC — WELL BALANCED HEALTHCARE LLC 401(K) PLAN, Form 5500 (2024)
Creator: WELL BALANCED HEALTHCARE LLC

Form 5500-SF

FILING_RECEIVED

WELL BALANCED HEALTHCARE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELL BALANCED HEALTHCARE LLC.

Plan sponsor

Name

WELL BALANCED HEALTHCARE LLC

EIN

84-5081088

Address

6440 W. NEWBERRY ROAD · SUITE 409 · GAINESVILLE, FL · 326054370

Phone

(352) 333-6161

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

HEART 2 HEART FAMILY PRACTICE

HEART 2 HEART FAMILY PRACTICE 401(K) PLAN

$44K · 5 participants

BASE DERMATOLOGY P.C.

BASE DERM 401K

$44K · 2 participants

SPYROS G E MEZITIS MD

SPYROS G E MEZITIS MD - 401(K)

$44K · 3 participants

KEVIN BAXTER DO PC DBA BAXTER FAMILY MEDICINE

BAXTER FAMILY MEDICINE 401(K) PLAN

$44K · 6 participants

PEACHTREE MEDICAL & SURGICAL A

PEACHTREE MEDICAL & SURGICAL A 401(K) PROFIT SHARING PLAN & TRUST