How big is Wellspring Financial's plan?

Wellspring Financial's plan reported $674 in assets and 5 participants for 2022.

Original filing (PDF)20231013142903NAL0022943267001

Wellspring Financial

Name: Wellspring Financial — Wellspring Financial Team, Form 5500 (2022)
Creator: Wellspring Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellspring Financial Team Profit Sharing Plan

Defined-contribution retirement plan · Wellspring Financial's Wellspring Financial Team Profit Sharing Plan held $674 in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$674

Net assets (EOY)

$674

Plan identifiers

Wellspring Financial's EIN is 04-3309203.

EIN 04-3309203

Plan number 001

Plan year 2022

ACK ID 20231013142903NAL0022943267001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Wellspring Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Wellspring Financial's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLSPRING FINANCIAL.

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Plan health score

Above-average plan

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