How big is Van Kirk Wealth Advisors, LLC's plan?

Van Kirk Wealth Advisors, LLC's plan reported $383K in assets and 10 participants for 2024.

Original filing (PDF)20250505083028NAL0007922241001

Van Kirk Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Van Kirk Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Van Kirk Wealth Advisors, LLC's Van Kirk Wealth Advisors, LLC 401(k) Plan held $383K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

Plan identifiers

Van Kirk Wealth Advisors, LLC's EIN is 46-5560892.

EIN 46-5560892

Plan number 001

Plan year 2024

ACK ID 20250505083028NAL0007922241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VAN KIRK 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score