Health & Wellness Center, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Health & Wellness Center, INC.
  • Sponsor EIN: 142009953
  • Sponsor Address: 23672 BIRTCHER DRIVE UNIT A, LAKE FOREST, CA, 92630
  • Plan Type: DB
  • Total Participants: 6
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$1.4M$50,000$0
20236$1.2M$50,000$0
20226$1.1M$75,000$0

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