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BALANCE POINT WELLNESS 401K PLAN 401k Plan overview

Plan NameBALANCE POINT WELLNESS 401K PLAN
Plan identification number 001

BALANCE POINT WELLNESS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BALANCE POINT WELLNESS, LLC has sponsored the creation of one or more 401k plans.

Company Name:BALANCE POINT WELLNESS, LLC
Employer identification number (EIN):464528708
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about BALANCE POINT WELLNESS, LLC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: W15633308

More information about BALANCE POINT WELLNESS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALANCE POINT WELLNESS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01TOM COOK2023-10-03
0012021-01-01TOM COOK2022-10-07
0012020-01-01TOM COOK2021-09-20
0012019-01-01TOM COOK2020-10-07

Financial Data on BALANCE POINT WELLNESS 401K PLAN

Measure Date Value
2025 : BALANCE POINT WELLNESS 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1484837
Net assets as of the end of the plan year2025-10-142372777
Total assets as of the beginning of the plan year2025-10-141666445
Value of plan covered by a fidelity bond2025-10-14200000
Participant contributions to plan in this plan year2025-10-14238550
Other contributions to plan in this plan year2025-10-14175441
Other income to plan in this plan year2025-10-14226896
Plan net income in this plan year2025-10-14706332
Net assets as of the end of the plan year2025-10-142372777
Net assets as of the beginning of the plan year2025-10-141666445
Employer contributions to plan in this plan year2025-10-14150282
Fees paid to broker by Benefit Provider2025-10-143069
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1420715
2024 : BALANCE POINT WELLNESS 401K PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1135232
Net assets as of the end of the plan year2024-10-111666445
Total assets as of the beginning of the plan year2024-10-11960510
Value of plan covered by a fidelity bond2024-10-11200000
Participant contributions to plan in this plan year2024-10-11221432
Other contributions to plan in this plan year2024-10-11182511
Other income to plan in this plan year2024-10-11198650
Plan net income in this plan year2024-10-11705935
Net assets as of the end of the plan year2024-10-111666445
Net assets as of the beginning of the plan year2024-10-11960510
Employer contributions to plan in this plan year2024-10-11138574
Fees paid to broker by Benefit Provider2024-10-11562
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1112163
2022 : BALANCE POINT WELLNESS 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0714793
Net assets as of the end of the plan year2022-10-07764054
Total assets as of the beginning of the plan year2022-10-07403324
Value of plan covered by a fidelity bond2022-10-0775000
Participant contributions to plan in this plan year2022-10-07117952
Other contributions to plan in this plan year2022-10-07115393
Other income to plan in this plan year2022-10-0763883
Plan net income in this plan year2022-10-07360730
Net assets as of the end of the plan year2022-10-07764054
Net assets as of the beginning of the plan year2022-10-07403324
Employer contributions to plan in this plan year2022-10-0778295
Fees paid to broker by Benefit Provider2022-10-07697
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-076428

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