Original filing (PDF)20250619105313NAL0001778483001

CYPRESS WEALTH MANAGEMENT

Name: CYPRESS WEALTH MANAGEMENT — CWM 401(K), Form 5500 (2024)
Creator: CYPRESS WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

CWM 401(K)

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

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.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CYPRESS WEALTH MANAGEMENT

EIN

83-1599230

Address

934 B CYPRESS VILLAGE BLVD · SUN CITY CENTER, FL · 33573

Phone

(813) 633-6007

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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