Original filing (PDF)20250911111352NAL0000184963001

HEIN WEALTH & TAX SOLUTION LLC

Name: HEIN WEALTH & TAX SOLUTION LLC — HEIN WEALTH & TAX SOLUTION 401(K) PLAN, Form 5500 (2024)
Creator: HEIN WEALTH & TAX SOLUTION LLC

Form 5500-SF

FILING_RECEIVED

HEIN WEALTH & TAX SOLUTION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 HEIN WEALTH & TAX SOLUTION LLC.

Plan sponsor

Name

HEIN WEALTH & TAX SOLUTION LLC

EIN

26-2472848

Address

4600 MILITARY TRAIL · SUITE 226 · JUPITER, FL · 33458

Phone

(561) 249-1787

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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LESLIE GLOBAL WEALTH, LLC

LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST

$1.0M · 5 participants

CAPITAL WEALTH PLANNING LLC

CAPITAL WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 30 participants

PA PALAZZO LLC

P A PALAZZO LLC PROFIT SHARING PLAN AND TRUST

$1.0M · 8 participants

EVOLVE FINANCIAL PLANNING

EVOLVE FINANCIAL PLANNING 401(K) PLAN

$1.0M · 2 participants

GULF CAPITAL INVESTMENTS, LLC

GULF CAPITAL INVESTMENTS, LLC CASH BALANCE PLAN