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

Emerald Wealth Management, LLC's plan reported $762K in assets for 2022.

Original filing (PDF)20231010110548NAL0056556130001

Emerald Wealth Management, LLC

Name: Emerald Wealth Management, LLC — Emerald Wealth, Form 5500 (2022)
Creator: Emerald Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Emerald Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Emerald Wealth Management, LLC's Emerald Wealth Management, LLC 401(k) Profit Sharing Plan reported $762K in plan assets in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

Plan identifiers

Emerald Wealth Management, LLC's EIN is 65-1303628.

EIN 65-1303628

Plan number 001

Plan year 2022

ACK ID 20231010110548NAL0056556130001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Emerald Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Emerald 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 EMERALD 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