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

Kolinsky Wealth Management, LLC's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250611091756NAL0045027538001

Kolinsky Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Kolinsky Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Kolinsky Wealth Management, LLC's Kolinsky Wealth Management, LLC Cash Balance Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Kolinsky Wealth Management, LLC's EIN is 27-2353546.

EIN 27-2353546

Plan number 002

Plan year 2024

ACK ID 20250611091756NAL0045027538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kolinsky Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOLINSKY 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score