Original filing (PDF)20231229095028NAL0015578064001

HPWM Operations LLC

Name: HPWM Operations LLC — HPWM Operations LLC MCF, Form 5500 (2022)
Creator: HPWM Operations LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HPWM Operations LLC MCF Benefit Plan

Health & welfare plan · HPWM Operations LLC's HPWM Operations LLC MCF Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Brendan Cossette signed HPWM Operations LLC's 2022 Form 5500 as plan administrator.

Brendan Cossette — 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

HPWM Operations LLC's EIN is 82-3283606.

EIN 82-3283606

Plan number 501

Plan year 2022

ACK ID 20231229095028NAL0015578064001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for HPWM Operations LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

HPWM Operations LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HPWM OPERATIONS LLC

DBA

AFFINITY WEALTH PARTNER

EIN

all filings

Address

2664 EAST KEARNEY · SPRINGFIELD, MO · 65803

Phone

(417) 520-3275

Industry

Finance & Insurance

Plan administrator

Name

BRENDAN COSSETTE

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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