How big is Brian L. Wade DBA Tampa Financial Group's plan?

Brian L. Wade DBA Tampa Financial Group's plan reported $24K in assets and 1 participants for 2024.

Original filing (PDF)20250709102922NAL0007968944001

Brian L. Wade DBA Tampa Financial Group

Name: Brian L. Wade DBA Tampa Financial Group — Form 5500 Plan 001 (2024)
Creator: Brian L. Wade DBA Tampa Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian L. Wade 401(k) Plan

401(k) retirement plan · Brian L. Wade DBA Tampa Financial Group's Brian L. Wade 401(k) Plan held $24K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan identifiers

Brian L. Wade DBA Tampa Financial Group's EIN is 59-4343925.

EIN 59-4343925

Plan number 001

Plan year 2024

ACK ID 20250709102922NAL0007968944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian L. Wade DBA Tampa Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian L. Wade DBA Tampa Financial Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN L. WADE DBA TAMPA FINANCIAL GROUP.

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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