Well 401(K) Plan — Form 5500 plan (Well Dot Inc.)
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, Well 401(K) Plan is a benefit plan reported by Well Dot Inc. under EIN 83-3190954 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $5,369,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Well Dot Inc.
- EIN
- 83-3190954
- Plan number
- 001
- Plan type
- 2
- Location
- Chapel Hill, NC
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $5,369,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241014094958NAL0026951313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,369,661
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $5,369,579
- Net assets (BOY)
- $3,378,532
Income & contributions
- Participant contributions
- $1,252,996
- Total contributions
- $1,366,052
- Total income / additions
- $2,149,001
Expenses & distributions
- Benefits paid
- $146,384
- Administrative expenses
- $11,570
- Total expenses
- $157,954
- Net increase / (decrease)
- $1,991,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compass 360 LLC | TPA | $12,335 | not reported in the loaded dataset | 2023 |
| The Vanguard Group Inc | RECORDKEEPER | $2,020 | not reported in the loaded dataset | 2023 |