How big is Gary a Warner DBA Warner Wealth's plan?

Gary a Warner DBA Warner Wealth's plan reported $211K in assets and 5 participants for 2024.

Original filing (PDF)20250617160131NAL0001009379001

Gary a Warner DBA Warner Wealth

Name: Gary a Warner DBA Warner Wealth — Warner Wealth, Form 5500 (2024)
Creator: Gary a Warner DBA Warner Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warner Wealth Strategies Retirement Plan

401(k) retirement plan · Gary a Warner DBA Warner Wealth's Warner Wealth Strategies Retirement Plan held $211K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

People on this filing

Gary Warner signed Gary a Warner DBA Warner Wealth's 2024 Form 5500 as plan administrator.

Gary Warner — 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

Gary a Warner DBA Warner Wealth's EIN is 47-1099520.

EIN 47-1099520

Plan number 001

Plan year 2024

ACK ID 20250617160131NAL0001009379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary a Warner DBA Warner Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary a Warner DBA Warner Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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