How big is Proactive Wealth Mgmt Co's plan?

Proactive Wealth Mgmt Co's plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20251229132944NAL0009766835001

Proactive Wealth Mgmt Co

Name: Proactive Wealth Mgmt Co — Proactive Wealth Mgmt Co, Form 5500 (2024)
Creator: Proactive Wealth Mgmt Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proactive Wealth Mgmt Co CBS Benefit Plan

Health & welfare plan · Proactive Wealth Mgmt Co's Proactive Wealth Mgmt Co CBS Benefit Plan held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$462

People on this filing

Joseph HSU signed Proactive Wealth Mgmt Co's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Proactive Wealth Mgmt Co's EIN is 47-4650456.

EIN 47-4650456

Plan number 501

Plan year 2024

ACK ID 20251229132944NAL0009766835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proactive Wealth Mgmt Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proactive Wealth Mgmt Co's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROACTIVE WEALTH MGMT CO.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score