How big is Total Wealth Advisors, LLC's plan?

Total Wealth Advisors, LLC's plan reported $55K in assets and 2 participants for 2022.

Original filing (PDF)20230922073249NAL0008877826001

Total Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Total Wealth Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Total Wealth Advisors, LLC's Total Wealth Advisors, LLC Cash Balance Plan held $55K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Paul McCoy signed Total Wealth Advisors, LLC's 2022 Form 5500 as plan administrator.

Paul McCoy — 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

Total Wealth Advisors, LLC's EIN is 45-5383775.

EIN 45-5383775

Plan number 002

Plan year 2022

ACK ID 20230922073249NAL0008877826001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Total Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Total Wealth Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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