· 2022–2024 · DOL EFAST2

Bay Counseling & Wellness — Bay Counseling &, Form 5500 (2024)

Original filing (PDF)20250717141956NAL0000207395001

Bay Counseling & Wellness

Form 5500-SF

FILING_RECEIVED

Bay Counseling & Wellness 401(k) Plan

401(k) retirement plan · Bay Counseling & Wellness' Bay Counseling & Wellness 401(k) Plan held $4K in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

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

27

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 BAY COUNSELING & WELLNESS.

Plan sponsor

Name

BAY COUNSELING & WELLNESS

EIN

Address

PO BOX 832 · LYNN HAVEN, FL · 32444

Phone

(850) 270-8341

Industry

Health Care & Social Assistance

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Nostos Psychotherapy LLC

Nostos Psychotherapy LLC 401(k) Plan

$4K · 5 participants

Hernandez Family Counseling Center

Hernandez Family Counseling Center 401(k) Plan

$4K · 4 participants

Penrose Counseling

Penrose Counseling 401(k) Plan

$4K · 1 participants

ROOT Counseling, LLC

ROOT Counseling 401(k) Plan

$4K · 4 participants

East Valley Psychotherapy LLC

East Valley Psychotherapy LLC 401(k) Plan

$4K · 1 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.