How big is Basepoint Wealth, LLC's plan?

Basepoint Wealth, LLC's plan reported $1.7M in assets and 22 participants for 2024.

Original filing (PDF)20250731133202NAL0006123841001

Basepoint Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Basepoint Wealth 401(k) Plan

401(k) retirement plan · Basepoint Wealth, LLC's Basepoint Wealth 401(k) Plan held $1.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kathryn Wallace signed Basepoint Wealth, LLC's 2024 Form 5500 as plan administrator.

Kathryn Wallace — 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

Basepoint Wealth, LLC's EIN is 82-2773013.

EIN 82-2773013

Plan number 001

Plan year 2024

ACK ID 20250731133202NAL0006123841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Basepoint Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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