How big is Advance Wealth Management's plan?

Advance Wealth Management's plan reported $107K in assets and 2 participants for 2023.

Original filing (PDF)20260127164147NAL0001648147001

Advance Wealth Management

Name: Advance Wealth Management — Advance Wealth, Form 5500 (2023)
Creator: Advance Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advance Wealth Management 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Advance Wealth Management's Advance Wealth Management 401(k) Profit Sharing Plan and Trust held $107K in plan assets for 2 participants in 2023.

Signals · 1

Late filing · 14.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

People on this filing

Tony Gomes signed Advance Wealth Management's 2023 Form 5500 as plan administrator.

Tony Gomes — 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

Advance Wealth Management's EIN is 41-2162479.

EIN 41-2162479

Plan number 001

Plan year 2023

ACK ID 20260127164147NAL0001648147001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advance Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advance Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCE WEALTH MANAGEMENT.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 14.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ADVANCE WEALTH MANAGEMENT

EIN

all filings

Address

8858 FISHERMENS BAY DR · SARASOTA, FL · 34231

Phone

(941) 451-8512

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator