How big is EWM Group, PC's plan?

EWM Group, PC's plan reported $1.6M in assets and 7 participants for 2025.

Original filing (PDF)20260303134338NAL0002012689001

EWM Group, PC

Name: EWM Group, PC — EWM Group, PC 401(k) P/S Plan, Form 5500 (2025)
Creator: EWM Group, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EWM Group, PC 401(k) P/S Plan

401(k) retirement plan · EWM Group, PC's EWM Group, PC 401(k) P/S Plan held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

PHIL Engelhart signed EWM Group, PC's 2025 Form 5500 as plan administrator.

PHIL Engelhart — 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

EWM Group, PC's EIN is 58-2505999.

EIN 58-2505999

Plan number 001

Plan year 2025

ACK ID 20260303134338NAL0002012689001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for EWM Group, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

EWM Group, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EWM GROUP, PC.

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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