How big is NMS Wealth Management's plan?

NMS Wealth Management's plan reported $2K in assets and 2 participants for 2023.

Original filing (PDF)20250327091853NAL0028971776001

NMS Wealth Management

Name: NMS Wealth Management — NMS Wealth Management, Form 5500 (2023)
Creator: NMS Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NMS Wealth Management Chamber Benefit Arrangement Plan

Health & welfare plan · NMS Wealth Management's NMS Wealth Management Chamber Benefit Arrangement Plan held $2K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$384

People on this filing

Stephen Millard signed NMS Wealth Management's 2023 Form 5500 as plan administrator.

Stephen Millard — 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

NMS Wealth Management's EIN is 26-2674400.

EIN 26-2674400

Plan number 501

Plan year 2023

ACK ID 20250327091853NAL0028971776001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

NMS Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score