How big is United Wealth Management's plan?

United Wealth Management's plan reported $26K in assets and 2 participants for 2024.

Original filing (PDF)20250718151951NAL0003324930001

United Wealth Management

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

Form 5500-SF

FILING_RECEIVED

United Wealth Management 401(k) Plan

401(k) retirement plan · United Wealth Management's United Wealth Management 401(k) Plan held $26K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Marcus Bowie signed United Wealth Management's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

United Wealth Management's EIN is 56-2493882.

EIN 56-2493882

Plan number 001

Plan year 2024

ACK ID 20250718151951NAL0003324930001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Wealth Management'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 UNITED WEALTH MANAGEMENT.

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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

Helping the score