How big is Benchmark Wealth Mgmt's plan?

Benchmark Wealth Mgmt's plan reported $1K in assets and 3 participants for 2023.

Original filing (PDF)20250327131743NAL0035534738001

Benchmark Wealth Mgmt

Name: Benchmark Wealth Mgmt — Benchmark Wealth Mgmt SOCA, Form 5500 (2023)
Creator: Benchmark Wealth Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benchmark Wealth Mgmt SOCA Benefit Plan

Health & welfare plan · Benchmark Wealth Mgmt's Benchmark Wealth Mgmt SOCA Benefit Plan held $1K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$385

People on this filing

Matt Appenzeller signed Benchmark Wealth Mgmt's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Benchmark Wealth Mgmt's EIN is 83-1768527.

EIN 83-1768527

Plan number 501

Plan year 2023

ACK ID 20250327131743NAL0035534738001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Benchmark Wealth Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Benchmark Wealth Mgmt'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 BENCHMARK WEALTH MGMT.

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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