How big is Carnes Wealth Management, Inc.'s plan?

Carnes Wealth Management, Inc.'s plan reported $251K in assets and 4 participants for 2024.

Original filing (PDF)20250604112351NAL0019156480001

Carnes Wealth Management, Inc.

Name: Carnes Wealth Management, Inc. — Carnes Wealth, Form 5500 (2024)
Creator: Carnes Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carnes Wealth Management 401(k) Plan

401(k) retirement plan · Carnes Wealth Management, Inc.'s Carnes Wealth Management 401(k) Plan held $251K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

Plan identifiers

Carnes Wealth Management, Inc.'s EIN is 47-5594246.

EIN 47-5594246

Plan number 001

Plan year 2024

ACK ID 20250604112351NAL0019156480001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carnes Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carnes Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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