How big is Wealth MD LLC's plan?

Wealth MD LLC's plan reported $48K in assets and 6 participants for 2024.

Original filing (PDF)20250625080037NAL0004584835001

Wealth MD LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth MD LLC 401(k) Plan

401(k) retirement plan · Wealth MD LLC's Wealth MD LLC 401(k) Plan held $48K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Mark Biddinger signed Wealth MD LLC's 2024 Form 5500 as plan administrator.

Mark Biddinger — 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

Wealth MD LLC's EIN is 82-4088933.

EIN 82-4088933

Plan number 001

Plan year 2024

ACK ID 20250625080037NAL0004584835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WEALTH MD LLC

EIN

all filings

Address

101 W. MAIN STREET · STE 133 · LAKELAND, FL · 33815

Phone

(863) 289-4430

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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