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

FLP Wealth Management, LLC's plan reported $929K in assets and 3 participants for 2025.

Original filing (PDF)20260401133300NAL0002275666001

FLP Wealth Management, LLC

Name: FLP Wealth Management, LLC — FLP Wealth Management, Form 5500 (2025)
Creator: FLP Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FLP Wealth Management 401(k) Plan

401(k) retirement plan · FLP Wealth Management, LLC's FLP Wealth Management 401(k) Plan held $929K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$929K

Net assets (EOY)

$929K

People on this filing

David Welborn signed FLP Wealth Management, LLC's 2025 Form 5500 as plan administrator.

David Welborn — 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

FLP Wealth Management, LLC's EIN is 81-2247292.

EIN 81-2247292

Plan number 001

Plan year 2025

ACK ID 20260401133300NAL0002275666001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for FLP Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

FLP Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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