How big is Parkshore Wealth Management's plan?

Parkshore Wealth Management's plan reported $3.9M in assets and 7 participants for 2024.

Original filing (PDF)20250618133207NAL0005888594001

Parkshore Wealth Management

Name: Parkshore Wealth Management — Parkshore Wealth, Form 5500 (2024)
Creator: Parkshore Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Parkshore Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Parkshore Wealth Management's Parkshore Wealth Management 401(k) Profit Sharing Plan held $3.9M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Harold Anderson signed Parkshore Wealth Management's 2024 Form 5500 as plan administrator.

Harold Anderson — 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

Parkshore Wealth Management's EIN is 26-3011938.

EIN 26-3011938

Plan number 001

Plan year 2024

ACK ID 20250618133207NAL0005888594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Parkshore Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Parkshore Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score