How big is Networth Financial Services, LLC's plan?

Networth Financial Services, LLC's plan reported $511K in assets and 5 participants for 2024.

Original filing (PDF)20251006192516NAL0003920481001

Networth Financial Services, LLC

Name: Networth Financial Services, LLC — NWFS Profit, Form 5500 (2024)
Creator: Networth Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NWFS Profit Sharing Plan

401(k) retirement plan · Networth Financial Services, LLC's NWFS Profit Sharing Plan held $511K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

People on this filing

Reagan CURL signed Networth Financial Services, LLC's 2024 Form 5500 as plan administrator.

Reagan CURL — 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

Networth Financial Services, LLC's EIN is 58-2664569.

EIN 58-2664569

Plan number 001

Plan year 2024

ACK ID 20251006192516NAL0003920481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Networth Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Networth Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NETWORTH FINANCIAL SERVICES, LLC.

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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