A Wellness Journey Inc Retirement Plan — Form 5500 plan (A Wellness Journey 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, A Wellness Journey Inc Retirement Plan is a benefit plan reported by A Wellness Journey Inc under EIN 83-3225831 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $42,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A Wellness Journey Inc
- EIN
- 83-3225831
- Plan number
- 001
- Plan type
- 2
- Location
- Crofton, MD
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $42,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241009133750NAL0009275555001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $42,046
- Net assets (EOY)
- $42,046
- Net assets (BOY)
- $0
Income & contributions
- Total income / additions
- $42,046
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $42,046
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.