How big is Lamkin Wealth Management, LLC's plan?

Lamkin Wealth Management, LLC's plan reported $319K in assets and 5 participants for 2024.

Original filing (PDF)20250908101228NAL0011868099001

Lamkin Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Lamkin Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Lamkin Wealth Management, LLC's Lamkin Wealth Management, LLC 401(k) Plan held $319K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

Plan identifiers

Lamkin Wealth Management, LLC's EIN is 61-1384002.

EIN 61-1384002

Plan number 001

Plan year 2024

ACK ID 20250908101228NAL0011868099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lamkin Wealth Management, LLC'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 LAMKIN WEALTH MANAGEMENT, 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