How big is Principled Wealth Advisors LLC's plan?

Principled Wealth Advisors LLC's plan reported $5K in assets and 9 participants for 2023.

Original filing (PDF)20250430094559NAL0001167747001

Principled Wealth Advisors LLC

Name: Principled Wealth Advisors LLC — Principled Wealth, Form 5500 (2023)
Creator: Principled Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Principled Wealth Advisors LLC CBS Benefit Plan

Health & welfare plan · Principled Wealth Advisors LLC's Principled Wealth Advisors LLC CBS Benefit Plan held $5K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$1K

People on this filing

Joseph HSU signed Principled Wealth Advisors LLC's 2023 Form 5500 as plan administrator.

Joseph HSU — 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

Principled Wealth Advisors LLC's EIN is 20-1915329.

EIN 20-1915329

Plan number 501

Plan year 2023

ACK ID 20250430094559NAL0001167747001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Principled Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Principled Wealth Advisors 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 PRINCIPLED WEALTH ADVISORS LLC.

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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