Plain-English plan 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 403(B) Plan is a benefit plan reported by Longview Wellness Center, Inc. Dba Wellness Pointe under EIN 75-2723993 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $5,733,128 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,733,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,733,128
- Net assets (BOY)
- $4,261,923
Income & contributions
- Employer contributions
- $335,869
- Participant contributions
- $687,167
- Total contributions
- $1,072,323
- Total income / additions
- $1,776,229
Expenses & distributions
- Benefits paid
- $278,975
- Administrative expenses
- $26,049
- Total expenses
- $305,024
- Net increase / (decrease)
- $1,471,205