· 2022–2024 · DOL EFAST2

Vaughn Wealth Management LLC — Vaughn Wealth, Form 5500 (2024)

Original filing (PDF)20250908143325NAL0019557617001

Vaughn Wealth Management LLC

Form 5500-SF

FILING_RECEIVED

Vaughn Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Vaughn Wealth Management LLC's Vaughn Wealth Management LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Signals · 1

Late filing · 34.8 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

75

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 34.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

VAUGHN WEALTH MANAGEMENT LLC

EIN

Address

1000 LEGION PL STE 1285 · ORLANDO, FL · 328015206

Phone

(407) 872-3888

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-11-29

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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