Original filing (PDF)20240730090809NAL0043327602001

Fleming Watson Financial Advisors

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

Form 5500-SF

FILING_RECEIVED

Fleming Watson Financial Advisors OFB Benefit Plan

Health & welfare plan · Fleming Watson Financial Advisors' Fleming Watson Financial Advisors OFB Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Dan RAPP signed Fleming Watson Financial Advisors' 2023 Form 5500 as plan administrator.

Dan RAPP — 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

Fleming Watson Financial Advisors' EIN is 31-1749597.

EIN 31-1749597

Plan number 501

Plan year 2023

ACK ID 20240730090809NAL0043327602001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Fleming Watson Financial Advisors' plan includes health coverage.

Decision-maker contacts

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

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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