Original filing (PDF)20250605115417NAL0009133619001

ABUNDANCE WEALTH COUNSELORS, LLC

Name: ABUNDANCE WEALTH COUNSELORS, LLC — ABUNDANCE WEALTH COUNSELORS, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ABUNDANCE WEALTH COUNSELORS, LLC

Form 5500-SF

FILING_RECEIVED

ABUNDANCE WEALTH COUNSELORS, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABUNDANCE WEALTH COUNSELORS, LLC.

Plan sponsor

Name

ABUNDANCE WEALTH COUNSELORS, LLC

EIN

25-1881914

Address

232 REGENT COURT · STATE COLLEGE, PA · 16801

Phone

(814) 861-3810

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS, LLC

KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

$4.8M · 3 participants

SORENSEN TAX ADVISORY GROUP, INC

SORENSEN TAX ADVISORY GROUP, INC 401(K)

$4.8M · 12 participants

NICHOLAS HOFFMAN & COMPANY LLC

NICHOLAS HOFFMAN & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

$4.7M · 24 participants

FPS FINANCIAL, INC.

FPS FINANCIAL, INC. 401(K) PLAN

$4.7M · 7 participants

CTN HOLDINGS, INC.