How big is Daniel M. Wells' plan?

Daniel M. Wells' plan reported $333K in assets and 3 participants for 2025.

Original filing (PDF)20260406175703NAL0014011986001

Daniel M. Wells

Name: Daniel M. Wells — Daniel M. Wells 401(k) Plan, Form 5500 (2025)
Creator: Daniel M. Wells
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel M. Wells 401(k) Plan

401(k) retirement plan · Daniel M. Wells' Daniel M. Wells 401(k) Plan held $333K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

People on this filing

Daniel M. Wells signed Daniel M. Wells' 2025 Form 5500 as plan administrator.

Daniel M. Wells — 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

Daniel M. Wells' EIN is 47-0976394.

EIN 47-0976394

Plan number 001

Plan year 2025

ACK ID 20260406175703NAL0014011986001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel M. Wells from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel M. Wells' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL M. WELLS.

Finding similar companies…

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