How big is Young Wealth Management's plan?

Young Wealth Management's plan reported $158 in assets and 4 participants for 2024.

Original filing (PDF)20250729141652NAL0001689907001

Young Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Young Wealth Management SOCA Benefit Plan

Health & welfare plan · Young Wealth Management's Young Wealth Management SOCA Benefit Plan held $158 in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$158

Net assets (EOY)

$56

People on this filing

Matt Appenzeller signed Young Wealth Management's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Young Wealth Management's EIN is 46-3004855.

EIN 46-3004855

Plan number 501

Plan year 2024

ACK ID 20250729141652NAL0001689907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Young Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score