Specialized Womens Profit Sharing Plan — Form 5500 plan (Specialized Womens Wellness Center)

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, Specialized Womens Profit Sharing Plan is a benefit plan reported by Specialized Womens Wellness Center under EIN 36-4403293 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $667,348 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$667.3KPlan net assets, end of year$667,348
Participants3Covered participants reported
Assets / participant$222.4KComputed: assets ÷ participants$222,449 (computed)
Provider compensationNone reported
Plan sponsor
Specialized Womens Wellness Center
EIN
36-4403293
Plan number
001
Plan type
2
Location
Lake Barrington, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240708093006NAL0007167267001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$667.3K total assets
Net assets$667.3KLiabilities
Money in vs. money out
Total income / additions$46.6K
Total expenses$40.5K
Benefits paid / distributions$33.5K
Full reported line items

Net assets

Total assets (EOY)
$667,348
Net assets (EOY)
$667,348
Net assets (BOY)
$661,253

Income & contributions

Total income / additions
$46,598

Expenses & distributions

Benefits paid
$33,500
Total expenses
$40,503
Net increase / (decrease)
$6,095
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income72%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages