How big is Wealthplan Partners' plan?

Wealthplan Partners' plan reported $234K in assets and 4 participants for 2024.

Original filing (PDF)20250925152733NAL0010679699001

Wealthplan Partners

Name: Wealthplan Partners — Wealthplan Partners Cash, Form 5500 (2024)
Creator: Wealthplan Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthplan Partners Cash Balance Plan

Defined-benefit pension plan · Wealthplan Partners' Wealthplan Partners Cash Balance Plan held $234K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Anthony Warren signed Wealthplan Partners' 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Wealthplan Partners' EIN is 82-2086329.

EIN 82-2086329

Plan number 002

Plan year 2024

ACK ID 20250925152733NAL0010679699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealthplan Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthplan Partners' plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score