Department of Labor filing

PILSEN WELLNESS CENTER

PWC PLANNING FOR TOMORROW 403(B) FUND · For the plan year ended Jun 30, 2025

Legal sponsor: PILSEN LITTLE VILLAGE COMMUNITY MENTAL HEALTH CENTER, INC.

Public filing 2024 · received Jul 21, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

36filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$487

Reported employer contributions per active participant.

Higher than about 30% of comparable plans

#People in the filing

633

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$62 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 51% of comparable plans

↗Investment performance

Not available

Plan assets changed 54.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202436out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions30th percentileTypical peer $972 · based on 167 comparable plans

Lower reported administrative expense51st percentileTypical peer $63 · based on 176 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, PILSEN WELLNESS CENTER reported $308,491 in employer contributions across the plan and 633 active participants. That works out to $487 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 45.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 97.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context36/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $308,491
Participant contributions: $469,217
Other contributions: $228,695
Employer share of reported contributions: 39.7%
Beginning assets: $2,108,828
Ending assets: $3,257,710
Ending net assets: $3,257,710
Ending liabilities: $0
Total income: $1,389,554
Total expenses: $240,672
Administrative expenses: $34,884
Participant loans: $119,676

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$335

2023

$561

2024

$487

Plan-paid administrative expenses per participant

2022

$31

2023

$41

2024

$62

Active participants

2022

508

2023

509

2024

633

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$487	633	3.3M	20260721190227NAL0011628961001
2023	$561	509	2.1M	20260215103911NAL0003931761001
2022	$335	508	1.3M	20250407105056NAL0018308321001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 362836998-006

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2020
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2M3D2E

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
HOWARD SIMON & ASSOCIATES, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260721190227NAL0011628961001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗