How big is Stoneburner Wealth Management, LLC's plan?

Stoneburner Wealth Management, LLC's plan reported $627K in assets and 5 participants for 2024.

Original filing (PDF)20250630131052NAL0028836754001

Stoneburner Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Stoneburner Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Stoneburner Wealth Management, LLC's Stoneburner Wealth Management, LLC 401(k) Plan held $627K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

People on this filing

Mark Stoneburner signed Stoneburner Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Mark Stoneburner — 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

Stoneburner Wealth Management, LLC's EIN is 27-0863721.

EIN 27-0863721

Plan number 001

Plan year 2024

ACK ID 20250630131052NAL0028836754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stoneburner Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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