How big is Ward Stone, LLC's plan?

Ward Stone, LLC's plan reported $19K in assets and 26 participants for 2023.

Original filing (PDF)20250428160455NAL0019983888001

Ward Stone, LLC

Name: Ward Stone, LLC — Ward Stone, LLC CBIN Benefit Plan, Form 5500 (2023)
Creator: Ward Stone, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ward Stone, LLC CBIN Benefit Plan

Health & welfare plan · Ward Stone, LLC's Ward Stone, LLC CBIN Benefit Plan held $19K in plan assets for 26 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$19K

Net assets (EOY)

$6K

People on this filing

Brett Hulse signed Ward Stone, LLC's 2023 Form 5500 as plan administrator.

Brett Hulse — 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

Ward Stone, LLC's EIN is 20-0510504.

EIN 20-0510504

Plan number 501

Plan year 2023

ACK ID 20250428160455NAL0019983888001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ward Stone, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ward Stone, LLC's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score