How big is Carolinas Wealth Management's plan?

Carolinas Wealth Management's plan reported $2.1M in assets and 9 participants for 2024.

Original filing (PDF)20250723094322NAL0008177842001

Carolinas Wealth Management

Name: Carolinas Wealth Management — Carolinas Wealth, Form 5500 (2024)
Creator: Carolinas Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolinas Wealth Management 401(k) PS Plan

401(k) retirement plan · Carolinas Wealth Management's Carolinas Wealth Management 401(k) PS Plan held $2.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

David Monckton signed Carolinas Wealth Management's 2024 Form 5500 as plan administrator.

David Monckton — 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

Carolinas Wealth Management's EIN is 20-0494100.

EIN 20-0494100

Plan number 001

Plan year 2024

ACK ID 20250723094322NAL0008177842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolinas Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolinas Wealth Management's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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