How big is Platinum Wealth Venture, LLC's plan?

Platinum Wealth Venture, LLC's plan reported $68K in assets and 6 participants for 2024.

Original filing (PDF)20251015160433NAL0002718675001

Platinum Wealth Venture, LLC

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

Form 5500-SF

FILING_RECEIVED

Platinum Wealth Venture 401(k) Plan

401(k) retirement plan · Platinum Wealth Venture, LLC's Platinum Wealth Venture 401(k) Plan held $68K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

People on this filing

David Potter signed Platinum Wealth Venture, LLC's 2024 Form 5500 as plan administrator.

David Potter — 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

Platinum Wealth Venture, LLC's EIN is 82-5161262.

EIN 82-5161262

Plan number 001

Plan year 2024

ACK ID 20251015160433NAL0002718675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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