How big is Anderson Wealth Planning, LLC's plan?

Anderson Wealth Planning, LLC's plan reported $429K in assets and 4 participants for 2023.

Original filing (PDF)20241003112134NAL0010468657004

Anderson Wealth Planning, LLC

Name: Anderson Wealth Planning, LLC — Anderson Wealth, Form 5500 (2023)
Creator: Anderson Wealth Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Wealth Planning, LLC 401(k) Plan

401(k) retirement plan · Anderson Wealth Planning, LLC's Anderson Wealth Planning, LLC 401(k) Plan held $429K in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

People on this filing

ADAM Anderson signed Anderson Wealth Planning, LLC's 2023 Form 5500 as plan administrator.

ADAM Anderson — 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

Anderson Wealth Planning, LLC's EIN is 83-1914528.

EIN 83-1914528

Plan number 001

Plan year 2023

ACK ID 20241003112134NAL0010468657004

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Anderson Wealth Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Anderson Wealth Planning, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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