How big is Canwell Group, LLC's plan?

Canwell Group, LLC's plan reported $687K in assets and 6 participants for 2023.

Original filing (PDF)20240613113948NAL0048728032001

Canwell Group, LLC

Name: Canwell Group, LLC — Canwell Group, LLC Profit, Form 5500 (2023)
Creator: Canwell Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canwell Group, LLC Profit Sharing Plan

401(k) retirement plan · Canwell Group, LLC's Canwell Group, LLC Profit Sharing Plan held $687K in plan assets for 6 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

People on this filing

Jason Canwell signed Canwell Group, LLC's 2023 Form 5500 as plan administrator.

Jason Canwell — 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

Canwell Group, LLC's EIN is 27-2569200.

EIN 27-2569200

Plan number 001

Plan year 2023

ACK ID 20240613113948NAL0048728032001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Canwell Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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