How big is Private Wealth Solutions, Inc.'s plan?

Private Wealth Solutions, Inc.'s plan reported $2.5M in assets and 1 participants for 2023.

Original filing (PDF)20240624182400NAL0013722930001

Private Wealth Solutions, Inc.

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

Form 5500-SF

FILING_RECEIVED

Private Wealth Solutions, Inc. Defined Benefit Plan

Defined-benefit pension plan · Private Wealth Solutions, Inc.'s Private Wealth Solutions, Inc. Defined Benefit Plan held $2.5M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Private Wealth Solutions, Inc.'s EIN is 45-3767329.

EIN 45-3767329

Plan number 001

Plan year 2023

ACK ID 20240624182400NAL0013722930001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Private Wealth Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Private Wealth Solutions, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score