2023 Form 5500 filing — Longview Wellness Center, Inc. Dba Wellness Pointe 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913110844NAL0005038227001) for Longview Wellness Center, Inc. Dba Wellness Pointe 403(B) Plan, reported by Longview Wellness Center, Inc. Dba Wellness Pointe under EIN 75-2723993 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913110844NAL0005038227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Longview Wellness Center, Inc. Dba Wellness Pointe
- EIN
- 75-2723993
- Plan number
- 001
- Location
- Longview, TX
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,733,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,733,128
- Employer contributions
- $335,869
- Participant contributions
- $687,167
- Total income / additions
- $1,776,229
- Benefits paid
- $278,975
- Administrative expenses
- $26,049
- Total expenses
- $305,024
- Net increase / (decrease)
- $1,471,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,048 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $9,182 |