2023 Form 5500 filing — Well 401(K) 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 20241014094958NAL0026951313001) for Well 401(K) Plan, reported by Well Dot Inc. under EIN 83-3190954 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094958NAL0026951313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Well Dot Inc.
- EIN
- 83-3190954
- Plan number
- 001
- Location
- Chapel Hill, NC
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,369,661
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $5,369,579
- Participant contributions
- $1,252,996
- Total income / additions
- $2,149,001
- Benefits paid
- $146,384
- Administrative expenses
- $11,570
- Total expenses
- $157,954
- Net increase / (decrease)
- $1,991,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass 360 LLC | TPA | $12,335 | not reported in the loaded dataset |
| The Vanguard Group Inc | RECORDKEEPER | $2,020 | not reported in the loaded dataset |