How big is Wealth Shield Financial's plan?

Wealth Shield Financial's plan reported $54K in assets and 3 participants for 2023.

Original filing (PDF)20240913080833NAL0015806288001

Wealth Shield Financial

Name: Wealth Shield Financial — Wealth Shield Financial, Form 5500 (2023)
Creator: Wealth Shield Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Shield Financial - 401(k) Plan

401(k) retirement plan · Wealth Shield Financial's Wealth Shield Financial - 401(k) Plan held $54K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

People on this filing

Matthew LANG signed Wealth Shield Financial's 2023 Form 5500 as plan administrator.

Matthew LANG — 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

Wealth Shield Financial's EIN is 27-2391990.

EIN 27-2391990

Plan number 001

Plan year 2023

ACK ID 20240913080833NAL0015806288001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Wealth Shield Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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