How big is Brian G. Dobbins' plan?

Brian G. Dobbins' plan reported $3.8M in assets and 5 participants for 2025.

Original filing (PDF)20260506171730NAL0002825584001

Brian G. Dobbins

Name: Brian G. Dobbins — Chartis Wealth Management 401(k), Form 5500 (2025)
Creator: Brian G. Dobbins
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartis Wealth Management 401(k) Plan

401(k) retirement plan · Brian G. Dobbins' Chartis Wealth Management 401(k) Plan held $3.8M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Brian Dobbins signed Brian G. Dobbins' 2025 Form 5500 as plan administrator.

Brian Dobbins — 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

Brian G. Dobbins' EIN is 47-2786811.

EIN 47-2786811

Plan number 001

Plan year 2025

ACK ID 20260506171730NAL0002825584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brian G. Dobbins from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brian G. Dobbins' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN G. DOBBINS.

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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

Knocking points off