How big is Creative Wealth Strategies Williams Group, Inc.'s plan?

Creative Wealth Strategies Williams Group, Inc.'s plan reported $86K in assets and 1 participants for 2024.

Original filing (PDF)20250419182126NAL0000598243001

Creative Wealth Strategies Williams Group, Inc.

Name: Creative Wealth Strategies Williams Group, Inc. — Form 5500 Plan 002 (2024)
Creator: Creative Wealth Strategies Williams Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creative Wealth Strategies Williams Group, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Creative Wealth Strategies Williams Group, Inc.'s Creative Wealth Strategies Williams Group, Inc. Profit Sharing Plan held $86K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

Plan identifiers

Creative Wealth Strategies Williams Group, Inc.'s EIN is 33-0594936.

EIN 33-0594936

Plan number 002

Plan year 2024

ACK ID 20250419182126NAL0000598243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Creative Wealth Strategies Williams Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Creative Wealth Strategies Williams Group, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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