How big is Salish Wealth Management, Inc.'s plan?

Salish Wealth Management, Inc.'s plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20251008134919NAL0013912994001

Salish Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Salish Wealth Management 401(k) Plan

401(k) retirement plan · Salish Wealth Management, Inc.'s Salish Wealth Management 401(k) Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Salish Wealth Management, Inc.'s EIN is 81-0762993.

EIN 81-0762993

Plan number 001

Plan year 2024

ACK ID 20251008134919NAL0013912994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Salish Wealth Management, Inc.'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 SALISH WEALTH MANAGEMENT, INC..

Finding similar companies…

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