How big is Wingstem Wealth, LLC's plan?

Wingstem Wealth, LLC's plan reported $99K in assets and 9 participants for 2024.

Original filing (PDF)20250527125037NAL0005689745001

Wingstem Wealth, LLC

Name: Wingstem Wealth, LLC — Wingstem Wealth, LLC 401(k), Form 5500 (2024)
Creator: Wingstem Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wingstem Wealth, LLC 401(k) Plan

401(k) retirement plan · Wingstem Wealth, LLC's Wingstem Wealth, LLC 401(k) Plan held $99K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

People on this filing

BETH Tibbets signed Wingstem Wealth, LLC's 2024 Form 5500 as plan administrator.

BETH Tibbets — 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

Wingstem Wealth, LLC's EIN is 82-1197679.

EIN 82-1197679

Plan number 001

Plan year 2024

ACK ID 20250527125037NAL0005689745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off