Original filing (PDF)20251211154356NAL0007537922001

WEALTHPLAN, LLC

Name: WEALTHPLAN, LLC — WEALTHPLAN, LLC RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: WEALTHPLAN, LLC

Form 5500-SF

FILING_RECEIVED

WEALTHPLAN, LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 12.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEALTHPLAN, LLC.

Plan sponsor

Name

WEALTHPLAN, LLC

EIN

39-1801809

Address

116 3RD STREET · DEPERE, WI · 54115

Phone

(920) 336-8560

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-12-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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