How big is Bogart Wealth LLC's plan?

Bogart Wealth LLC's plan reported $6.0M in assets and 50 participants for 2025.

Original filing (PDF)20260414144807NAL0018619953001

Bogart Wealth LLC

Name: Bogart Wealth LLC — Bogart Wealth LLC 401(k) Profit, Form 5500 (2025)
Creator: Bogart Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bogart Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bogart Wealth LLC's Bogart Wealth LLC 401(k) Profit Sharing Plan & Trust held $6.0M in plan assets for 50 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Michelle Dubay signed Bogart Wealth LLC's 2025 Form 5500 as plan administrator.

Michelle Dubay — 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

Bogart Wealth LLC's EIN is 81-2984139.

EIN 81-2984139

Plan number 001

Plan year 2025

ACK ID 20260414144807NAL0018619953001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bogart Wealth 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 BOGART WEALTH 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