How big is Clark Wealth Management's plan?

Clark Wealth Management's plan reported $31K in assets and 1 participants for 2022.

Original filing (PDF)20230421105913NAL0009354978001

Clark Wealth Management

Name: Clark Wealth Management — Clark Wealth Management, Form 5500 (2022)
Creator: Clark Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Wealth Management 401(k) P/S Plan

401(k) retirement plan · Clark Wealth Management's Clark Wealth Management 401(k) P/S Plan held $31K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

AMY Clark signed Clark Wealth Management's 2022 Form 5500 as plan administrator.

AMY Clark — 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

Clark Wealth Management's EIN is 45-4395828.

EIN 45-4395828

Plan number 001

Plan year 2022

ACK ID 20230421105913NAL0009354978001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Clark Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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