How big is Flatwater Wealth, Inc.'s plan?

Flatwater Wealth, Inc.'s plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250617143347NAL0003954770001

Flatwater Wealth, Inc.

Name: Flatwater Wealth, Inc. — Flatwater Wealth, Inc., Form 5500 (2024)
Creator: Flatwater Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Flatwater Wealth, Inc. 401(k) Plan

401(k) retirement plan · Flatwater Wealth, Inc.'s Flatwater Wealth, Inc. 401(k) Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Flatwater Wealth, Inc.'s EIN is 82-2831525.

EIN 82-2831525

Plan number 001

Plan year 2024

ACK ID 20250617143347NAL0003954770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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