Power Wellness Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Power Wellness Management, LLC (EIN 36-4313590) is a plan sponsor located in Lombard, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-4313590
Location
Lombard, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,711,347
Total reported net assets (EOY)
$21,711,347

Contributions & income

Employer contributions
$379,003
Participant contributions
$1,367,512
Total income / additions
$5,219,580

Expenses & distributions

Benefits paid / distributions
$1,483,445
Total expenses
$1,542,945
Net increase / (decrease)
$3,676,635

Coverage

Total reported participants
1,186
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Power Wellness Management, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Power Wellness Management, LLC 401(K) Plan0011,186$21,711,3472023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Power Wellness Management, LLC
YearPlanParticipantsSchedulesFiling
2023Power Wellness Management, LLC 401(K) Plan1,186H, C20241015191259NAL0051033712002

Related Form 5500 pages