Original filing (PDF)20250716082017NAL0006435442001

BEYOND WEALTH MANAGEMENT GROUP, LLC

Name: BEYOND WEALTH MANAGEMENT GROUP, LLC — BEYOND WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BEYOND WEALTH MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

BEYOND WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BEYOND WEALTH MANAGEMENT GROUP, LLC

EIN

82-0775838all filings

Address

101 MAIN STREET REAR BLDG · PO BOX 324 · NEW PALTZ, NY · 12561

Phone

(845) 750-6213

Industry

Finance & Insurancesee all

Plan administrator