How big is Florida Wealth Planning Group's plan?

Florida Wealth Planning Group's plan reported $1.1M in assets and 52 participants for 2024.

Original filing (PDF)20250929142553NAL0027018402001

Florida Wealth Planning Group

Name: Florida Wealth Planning Group — Florida Wealth, Form 5500 (2024)
Creator: Florida Wealth Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Florida Wealth Planning Group 401(k) Plan

401(k) retirement plan · Florida Wealth Planning Group's Florida Wealth Planning Group 401(k) Plan held $1.1M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Saroj K Kasturi signed Florida Wealth Planning Group's 2024 Form 5500 as plan administrator.

Saroj K Kasturi — 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

Florida Wealth Planning Group's EIN is 46-1183906.

EIN 46-1183906

Plan number 001

Plan year 2024

ACK ID 20250929142553NAL0027018402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Florida Wealth Planning Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Florida Wealth Planning Group's plan includes profit-sharing, ERISA 404(c) participant direction, 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 FLORIDA WEALTH PLANNING GROUP.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off