Welldyne Rx 401k Retirement Plan Plan — Form 5500 plan (Welldyne Rx)
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, Welldyne Rx 401k Retirement Plan Plan is a benefit plan reported by Welldyne Rx under EIN 84-1515837 and plan number 001. The latest loaded filing year is 2023. The filing reports 632 participants and $27,328,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welldyne Rx
- EIN
- 84-1515837
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 632
- End-of-year plan assets
- $27,328,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 632 | H, C | 20241015124744NAL0028469857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,328,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,328,264
- Net assets (BOY)
- $22,572,924
Income & contributions
- Employer contributions
- $1,344,567
- Participant contributions
- $3,073,011
- Total contributions
- $4,892,423
- Total income / additions
- $8,584,133
Expenses & distributions
- Benefits paid
- $3,743,302
- Administrative expenses
- $51,347
- Total expenses
- $3,828,793
- Net increase / (decrease)
- $4,755,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $31,547 | $0 | 2023 |
| Resources Investment Advisors, Inc. | CONSULTANT | $19,799 | $0 | 2023 |