How big is East Texas Wealth Planning Advisors, Inc.'s plan?

East Texas Wealth Planning Advisors, Inc.'s plan reported $823K in assets and 3 participants for 2024.

Original filing (PDF)20250915205558NAL0001355409001

East Texas Wealth Planning Advisors, Inc.

Name: East Texas Wealth Planning Advisors, Inc. — Form 5500 Plan 001 (2024)
Creator: East Texas Wealth Planning Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

East Texas Wealth Planning Advisors 401(k) Plan

401(k) retirement plan · East Texas Wealth Planning Advisors, Inc.'s East Texas Wealth Planning Advisors 401(k) Plan held $823K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

Plan identifiers

East Texas Wealth Planning Advisors, Inc.'s EIN is 27-3846973.

EIN 27-3846973

Plan number 001

Plan year 2024

ACK ID 20250915205558NAL0001355409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for East Texas Wealth Planning Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

East Texas Wealth Planning Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAST TEXAS WEALTH PLANNING ADVISORS, INC..

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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