How big is Precision Wealth Financial & Insurance SRVS' plan?

Precision Wealth Financial & Insurance SRVS' plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20251008122621NAL0003276659001

Precision Wealth Financial & Insurance SRVS

Name: Precision Wealth Financial & Insurance SRVS — Form 5500 Plan 001 (2024)
Creator: Precision Wealth Financial & Insurance SRVS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Precision Wealth Financial & Insurance 401(k)

401(k) retirement plan · Precision Wealth Financial & Insurance SRVS' Precision Wealth Financial & Insurance 401(k) held $2.8M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Dennis Cunningham signed Precision Wealth Financial & Insurance SRVS' 2024 Form 5500 as plan administrator.

Dennis Cunningham — 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

Precision Wealth Financial & Insurance SRVS' EIN is 33-0986862.

EIN 33-0986862

Plan number 001

Plan year 2024

ACK ID 20251008122621NAL0003276659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Precision Wealth Financial & Insurance SRVS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Precision Wealth Financial & Insurance SRVS' 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 PRECISION WEALTH FINANCIAL & INSURANCE SRVS.

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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

Knocking points off