How big is Family Wealth Group LLC's plan?

Family Wealth Group LLC's plan reported $29K in assets and 27 participants for 2024.

Original filing (PDF)20251229132533NAL0017724753001

Family Wealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

Family Wealth Group LLC CBS Benefit Plan

Health & welfare plan · Family Wealth Group LLC's Family Wealth Group LLC CBS Benefit Plan held $29K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$29K

Net assets (EOY)

$9K

People on this filing

Joseph HSU signed Family Wealth Group LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Family Wealth Group LLC's EIN is 27-4466476.

EIN 27-4466476

Plan number 501

Plan year 2024

ACK ID 20251229132533NAL0017724753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Family Wealth Group LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score