How big is Naples Wealth Strategies Gorup LLC's plan?

Naples Wealth Strategies Gorup LLC's plan reported $82K in assets and 3 participants for 2024.

Original filing (PDF)20251013134631NAL0003101154001

Naples Wealth Strategies Gorup LLC

Name: Naples Wealth Strategies Gorup LLC — Naples Wealth, Form 5500 (2024)
Creator: Naples Wealth Strategies Gorup LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Naples Wealth Strategies Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Naples Wealth Strategies Gorup LLC's Naples Wealth Strategies Group LLC 401(k) Profit Sharing Plan held $82K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Richard Walker signed Naples Wealth Strategies Gorup LLC's 2024 Form 5500 as plan administrator.

Richard Walker — 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

Naples Wealth Strategies Gorup LLC's EIN is 20-8188428.

EIN 20-8188428

Plan number 002

Plan year 2024

ACK ID 20251013134631NAL0003101154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Naples Wealth Strategies Gorup LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Naples Wealth Strategies Gorup LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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