How big is Seven Springs Wealth Group's plan?

Seven Springs Wealth Group's plan reported $2.0M in assets and 9 participants for 2023.

Original filing (PDF)20240214133925NAL0022082834001

Seven Springs Wealth Group

Name: Seven Springs Wealth Group — Seven Springs Wealth, Form 5500 (2023)
Creator: Seven Springs Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seven Springs Wealth Group, LLC 401(k) Plan

401(k) retirement plan · Seven Springs Wealth Group's Seven Springs Wealth Group, LLC 401(k) Plan held $2.0M in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jeremy Hutzel signed Seven Springs Wealth Group's 2023 Form 5500 as plan administrator.

Jeremy Hutzel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Seven Springs Wealth Group's EIN is 02-0694132.

EIN 02-0694132

Plan number 001

Plan year 2023

ACK ID 20240214133925NAL0022082834001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Seven Springs Wealth Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Seven Springs Wealth Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEVEN SPRINGS WEALTH GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score