How big is Madison Wealth Planners, LLC's plan?

Madison Wealth Planners, LLC's plan reported $615K in assets and 5 participants for 2024.

Original filing (PDF)20250529121358NAL0007313553001

Madison Wealth Planners, LLC

Name: Madison Wealth Planners, LLC — Madison Wealth, Form 5500 (2024)
Creator: Madison Wealth Planners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Madison Wealth Planners LLC 401(k) Plan

401(k) retirement plan · Madison Wealth Planners, LLC's Madison Wealth Planners LLC 401(k) Plan held $615K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

People on this filing

Richard Samara signed Madison Wealth Planners, LLC's 2024 Form 5500 as plan administrator.

Richard Samara — 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

Madison Wealth Planners, LLC's EIN is 81-4421434.

EIN 81-4421434

Plan number 001

Plan year 2024

ACK ID 20250529121358NAL0007313553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Madison Wealth Planners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Madison Wealth Planners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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