Original filing (PDF)20250512154945NAL0038228338001

Easley & Associates Inc. DBA Easley Wealth Management

Name: Easley & Associates Inc. DBA Easley Wealth Management — Form 5500 Plan 001 (2024)
Creator: Easley & Associates Inc. DBA Easley Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EWM 401(k) Plan

401(k) retirement plan · Easley & Associates Inc. DBA Easley Wealth Management's EWM 401(k) Plan held $417K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

People on this filing

Taylor Easley signed Easley & Associates Inc. DBA Easley Wealth Management's 2024 Form 5500 as plan administrator.

Taylor Easley — 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

Easley & Associates Inc. DBA Easley Wealth Management's EIN is 26-4191307.

EIN 26-4191307

Plan number 001

Plan year 2024

ACK ID 20250512154945NAL0038228338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Easley & Associates Inc. DBA Easley Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Easley & Associates Inc. DBA Easley 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 EASLEY & ASSOCIATES INC. DBA EASLEY 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