How big is United Wealth Advisors Group, LLC's plan?

United Wealth Advisors Group, LLC's plan reported $1.0M in assets and 25 participants for 2024.

Original filing (PDF)20250730125923NAL0002376771001

United Wealth Advisors Group, LLC

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

Form 5500-SF

FILING_RECEIVED

United Wealth Advisors Group, LLC 401(k) Plan

401(k) retirement plan · United Wealth Advisors Group, LLC's United Wealth Advisors Group, LLC 401(k) Plan held $1.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Keith Gillies signed United Wealth Advisors Group, LLC's 2024 Form 5500 as plan administrator.

Keith Gillies — 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

United Wealth Advisors Group, LLC's EIN is 46-3884069.

EIN 46-3884069

Plan number 001

Plan year 2024

ACK ID 20250730125923NAL0002376771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Wealth Advisors Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Wealth Advisors Group, LLC'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 UNITED WEALTH ADVISORS GROUP, LLC.

Finding similar companies…

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

Helping the score