Summer Dawn Wellness, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Summer Dawn Wellness, 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, Summer Dawn Wellness, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Summer Dawn Wellness, Inc. under EIN 92-2494586 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $221,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summer Dawn Wellness, Inc.
- EIN
- 92-2494586
- Plan number
- 001
- Plan type
- 2
- Location
- Milford, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $221,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240701161607NAL0005699376001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $221,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $221,211
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $221,236
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $25
- Net increase / (decrease)
- $221,211
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.