How big is Impel Wealth Management's plan?

Impel Wealth Management's plan reported $4K in assets and 7 participants for 2023.

Original filing (PDF)20250327091616NAL0028961856001

Impel Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Impel Wealth Management Chamber Benefit Arrangement Plan

Health & welfare plan · Impel Wealth Management's Impel Wealth Management Chamber Benefit Arrangement Plan held $4K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$979

People on this filing

Stephen Millard signed Impel Wealth Management's 2023 Form 5500 as plan administrator.

Stephen Millard — 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

Impel Wealth Management's EIN is 81-5136026.

EIN 81-5136026

Plan number 501

Plan year 2023

ACK ID 20250327091616NAL0028961856001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Impel Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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