Original filing (PDF)20240229090848NAL0018661248001

DAN BISESE WEALTH MANAGEMENT LLC

Name: DAN BISESE WEALTH MANAGEMENT LLC — DAN BISESE WEALTH MANAGEMENT LLC GFB BENEFIT PLAN, Form 5500 (2022)
Creator: DAN BISESE WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

DAN BISESE WEALTH MANAGEMENT LLC GFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAN BISESE WEALTH MANAGEMENT LLC.

Plan sponsor

Name

DAN BISESE WEALTH MANAGEMENT LLC

EIN

58-1288674

Address

12640 CRABAPPLE ROAD, SUITE 300 · ALPHARETTA, GA · 30004

Phone

(770) 876-1469

Industry

Finance & Insurancesee all

Plan administrator

Name

DAVID JOLLEY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-10-15

Tax period

2023-07-31

Filed

2024-02-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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