Original filing (PDF)20230525094503NAL0012105361001

CAMPBELL WEALTH MANAGEMENT, INC.

Name: CAMPBELL WEALTH MANAGEMENT, INC. — CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: CAMPBELL WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMPBELL WEALTH MANAGEMENT, INC..

Plan sponsor

Name

CAMPBELL WEALTH MANAGEMENT, INC.

EIN

20-0193064

Address

330 JOHN CARLYLE STREET · SUITE 400 · ALEXANDRIA, VA · 22314

Phone

(703) 535-5300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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