Original filing (PDF)20250604091049NAL0011112353001

Strategic Wealth Planning, Inc.

Name: Strategic Wealth Planning, Inc. — Strategic Wealth, Form 5500 (2023)
Creator: Strategic Wealth Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Planning, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Strategic Wealth Planning, Inc.'s Strategic Wealth Planning, Inc. Defined Benefit Pension Plan filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 10.6 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Strategic Wealth Planning, Inc.'s EIN is 20-3741670.

EIN 20-3741670

Plan number 001

Plan year 2023

ACK ID 20250604091049NAL0011112353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Strategic Wealth Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Strategic Wealth Planning, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off