How big is Westpoint Financial Group's plan?

Westpoint Financial Group's plan reported $6.2M in assets and 70 participants for 2024.

Original filing (PDF)20251014141953NAL0003140225001

Westpoint Financial Group

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

Form 5500-SF

FILING_RECEIVED

Westpoint Financial Group 401(k) Plan

401(k) retirement plan · Westpoint Financial Group's Westpoint Financial Group 401(k) Plan held $6.2M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Michael Hutchison signed Westpoint Financial Group's 2024 Form 5500 as plan administrator.

Michael Hutchison — 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

Westpoint Financial Group's EIN is 30-0004024.

EIN 30-0004024

Plan number 001

Plan year 2024

ACK ID 20251014141953NAL0003140225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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