How big is Valued Wealth Management, Inc.'s plan?

Valued Wealth Management, Inc.'s plan reported $229K in assets and 2 participants for 2025.

Original filing (PDF)20260408151142NAL0012877139001

Valued Wealth Management, Inc.

Name: Valued Wealth Management, Inc. — Valued Wealth, Form 5500 (2025)
Creator: Valued Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valued Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Valued Wealth Management, Inc.'s Valued Wealth Management, Inc. 401(k) Plan held $229K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

Plan identifiers

Valued Wealth Management, Inc.'s EIN is 20-1720641.

EIN 20-1720641

Plan number 001

Plan year 2025

ACK ID 20260408151142NAL0012877139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valued Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Valued Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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