How big is Wimberley Wellness, LLC's plan?

Wimberley Wellness, LLC's plan reported $15K in assets and 4 participants for 2024.

Original filing (PDF)20250718155749NAL0002975920001

Wimberley Wellness, LLC

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

Form 5500-SF

FILING_RECEIVED

Wimberley Wellness 401(k) Plan

401(k) retirement plan · Wimberley Wellness, LLC's Wimberley Wellness 401(k) Plan held $15K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Marcus Bowie signed Wimberley Wellness, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Wimberley Wellness, LLC's EIN is 88-1949559.

EIN 88-1949559

Plan number 001

Plan year 2024

ACK ID 20250718155749NAL0002975920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wimberley Wellness, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wimberley Wellness, LLC'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 WIMBERLEY WELLNESS, LLC.

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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