Longview Wellness Center, Inc. Dba Wellness Pointe — 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, Longview Wellness Center, Inc. Dba Wellness Pointe (EIN 75-2723993) is a plan sponsor located in Longview, TX 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
75-2723993
Location
Longview, TX
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,733,128
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,733,128

Contributions & income

Employer contributions
$335,869
Participant contributions
$687,167
Total income / additions
$1,776,229

Expenses & distributions

Benefits paid / distributions
$278,975
Total expenses
$305,024
Net increase / (decrease)
$1,471,205

Coverage

Total reported participants
311
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

Longview Wellness Center, Inc. Dba Wellness Pointe plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Longview Wellness Center, Inc. Dba Wellness Pointe 403(B) Plan001311$5,733,1282023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Longview Wellness Center, Inc. Dba Wellness Pointe
YearPlanParticipantsSchedulesFiling
2023Longview Wellness Center, Inc. Dba Wellness Pointe 403(B) Plan311H, C20240913110844NAL0005038227001

Related Form 5500 pages