Original filing (PDF)20250630145303NAL0011921361001

NAPLES HEALTH & WELLNESS LLC

Name: NAPLES HEALTH & WELLNESS LLC — Form 5500 (2024)
Creator: NAPLES HEALTH & WELLNESS LLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

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 NAPLES HEALTH & WELLNESS LLC.

Plan sponsor

Name

NAPLES HEALTH & WELLNESS LLC

EIN

92-2015784all filings

Address

11181 HEALTH PARK BLVD STE 2240 · NAPLES, FL · 34110

Phone

(239) 784-3122

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

2025-06-30

Pension benefit codes

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

VITALS FAMILY MEDICINE PLLC

VITALS FAMILY MEDICINE PLLC RETIREMENT PLAN

$114K · 4 participants

SUJATA S. BALULAD, MD, PA

SUJATA S. BALULAD, MD, PA CASH BALANCE PLAN

$114K · 4 participants

FLORENCE MEDICAL GROUP OF CALIFORNIA PC

FLORENCE MEDICAL GROUP OF CALIFORNIA PC 401(K) PLAN

$114K · 3 participants

ORTHOBR LLC

ORTHOBR, LLC 401(K) PROFIT SHARING PLAN

$114K · 4 participants

MICHAEL GOLDEN MD PLLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.