How big is Every Season Wealth Management's plan?

Every Season Wealth Management's plan reported $1.3M in assets and 7 participants for 2022.

Original filing (PDF)20231010151112NAL0057507074002

Every Season Wealth Management

Name: Every Season Wealth Management — Every Season 401(k), Form 5500 (2022)
Creator: Every Season Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Every Season 401(k) Retirement Plan

401(k) retirement plan · Every Season Wealth Management's Every Season 401(k) Retirement Plan held $1.3M in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

ADAM UDY signed Every Season Wealth Management's 2022 Form 5500 as plan administrator.

ADAM UDY — 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

Every Season Wealth Management's EIN is 81-0715856.

EIN 81-0715856

Plan number 001

Plan year 2022

ACK ID 20231010151112NAL0057507074002

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Every Season Wealth Management'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 EVERY SEASON WEALTH MANAGEMENT.

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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