| Plan Name | CENTRAL FLORIDA WELLNESS, LLC 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CENTRAL FLORIDA WELLNESS, LLC |
| Employer identification number (EIN): | 814381204 |
| NAIC Classification: | 621399 |
| NAIC Description: | Offices of All Other Miscellaneous Health Practitioners |
Additional information about CENTRAL FLORIDA WELLNESS, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2016-11-17 |
| Company Identification Number: | L16000211037 |
| Legal Registered Office Address: |
255 MAGNOLIA AVENUE WINTER HAVEN 33883 |
More information about CENTRAL FLORIDA WELLNESS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JEANINE TRACY | 2024-06-26 | ||
| 001 | 2022-01-01 | JEANINE TRACY | 2023-06-06 | ||
| 001 | 2021-01-01 | JEANINE TRACY | 2022-03-30 | ||
| 001 | 2020-01-01 | JEANINE TRACY | 2021-06-18 | ||
| 001 | 2019-01-01 | JOHN T. SHORTLY (TIM) | 2020-05-20 | ||
| 001 | 2018-10-01 | JOHN T. SHORTLY (TIM) | 2019-03-29 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CENTRAL FLORIDA WELLNESS, LLC 401K PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-09 | 3083 |
| Net assets as of the end of the plan year | 2025-07-09 | 338758 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 247447 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 250000 |
| Participant contributions to plan in this plan year | 2025-07-09 | 47673 |
| Other expenses paid from plan in this plan year | 2025-07-09 | 230 |
| Other contributions to plan in this plan year | 2025-07-09 | 2149 |
| Other income to plan in this plan year | 2025-07-09 | 34723 |
| Plan net income in this plan year | 2025-07-09 | 91311 |
| Net assets as of the end of the plan year | 2025-07-09 | 338758 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 247447 |
| Employer contributions to plan in this plan year | 2025-07-09 | 9849 |
| 2024 : CENTRAL FLORIDA WELLNESS, LLC 401K PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-26 | 25155 |
| Net assets as of the end of the plan year | 2024-06-26 | 247447 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 190007 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 250000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 38631 |
| Other income to plan in this plan year | 2024-06-26 | 35363 |
| Plan net income in this plan year | 2024-06-26 | 57440 |
| Net assets as of the end of the plan year | 2024-06-26 | 247447 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 190007 |
| Employer contributions to plan in this plan year | 2024-06-26 | 8601 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 245 |