How big is Wealth CMT's plan?

Wealth CMT's plan reported $478K in assets and 9 participants for 2023.

Original filing (PDF)20240725135259NAL0014194289001

Wealth CMT

Name: Wealth CMT — Wealth CMT Cash Balance Plan, Form 5500 (2023)
Creator: Wealth CMT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth CMT Cash Balance Plan

Defined-benefit pension plan · Wealth CMT's Wealth CMT Cash Balance Plan held $478K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

Plan identifiers

Wealth CMT's EIN is 26-2557903.

EIN 26-2557903

Plan number 002

Plan year 2023

ACK ID 20240725135259NAL0014194289001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Wealth CMT's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

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

Plan sponsor

Name

WEALTH CMT

EIN

all filings

Address

200 LAKE DRIVE EAST, SUITE 204 · CHERRY HILL, NJ · 08002

Phone

(856) 795-7911

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-25

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

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