How big is Saling Wealth Advisors' plan?

Saling Wealth Advisors' plan reported $18K in assets and 7 participants for 2023.

Original filing (PDF)20250430094633NAL0003533506001

Saling Wealth Advisors

Name: Saling Wealth Advisors — Saling Wealth Advisors CBS, Form 5500 (2023)
Creator: Saling Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Saling Wealth Advisors CBS Benefit Plan

Health & welfare plan · Saling Wealth Advisors' Saling Wealth Advisors CBS Benefit Plan held $18K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$4K

People on this filing

Joseph HSU signed Saling Wealth Advisors' 2023 Form 5500 as plan administrator.

Joseph HSU — 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

Saling Wealth Advisors' EIN is 81-1421751.

EIN 81-1421751

Plan number 501

Plan year 2023

ACK ID 20250430094633NAL0003533506001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Saling Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Saling Wealth Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SALING WEALTH ADVISORS.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score