How big is Wealthpoint Advisors' plan?

Wealthpoint Advisors' plan reported $2K in assets and 3 participants for 2023.

Original filing (PDF)20250428160458NAL0012442065001

Wealthpoint Advisors

Name: Wealthpoint Advisors — Wealthpoint Advisors CBIN, Form 5500 (2023)
Creator: Wealthpoint Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthpoint Advisors CBIN Benefit Plan

Health & welfare plan · Wealthpoint Advisors' Wealthpoint Advisors CBIN Benefit Plan held $2K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$682

People on this filing

Brett Hulse signed Wealthpoint Advisors' 2023 Form 5500 as plan administrator.

Brett Hulse — 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

Wealthpoint Advisors' EIN is 27-0854154.

EIN 27-0854154

Plan number 501

Plan year 2023

ACK ID 20250428160458NAL0012442065001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Wealthpoint Advisors' plan includes health coverage.

Decision-maker contacts

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

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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