How big is Cummings Wealth Management Inc.'s plan?

Cummings Wealth Management Inc.'s plan reported $55K in assets and 4 participants for 2024.

Original filing (PDF)20250924131929NAL0003037651001

Cummings Wealth Management Inc.

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

Form 5500-SF

FILING_RECEIVED

Cummings Wealth Management 401(k) Plan

401(k) retirement plan · Cummings Wealth Management Inc.'s Cummings Wealth Management 401(k) Plan held $55K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

Plan identifiers

Cummings Wealth Management Inc.'s EIN is 27-1642296.

EIN 27-1642296

Plan number 001

Plan year 2024

ACK ID 20250924131929NAL0003037651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cummings Wealth Management Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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