How big is Platt Wealth Management's plan?

Platt Wealth Management's plan reported $776K in assets and 4 participants for 2022.

Original filing (PDF)20240131142030NAL0013452659001

Platt Wealth Management

Name: Platt Wealth Management — Platt Wealth Management, Form 5500 (2022)
Creator: Platt Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Platt Wealth Management 401(k) Plan

401(k) retirement plan · Platt Wealth Management's Platt Wealth Management 401(k) Plan held $776K in plan assets for 4 participants in 2022.

Signals · 2

Late filing · 2.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$776K

Net assets (EOY)

$776K

People on this filing

Jeffrey S Platt signed Platt Wealth Management's 2022 Form 5500 as plan administrator.

Jeffrey S Platt — 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

Platt Wealth Management's EIN is 83-2100321.

EIN 83-2100321

Plan number 001

Plan year 2022

ACK ID 20240131142030NAL0013452659001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Platt Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Platt Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PLATT WEALTH MANAGEMENT

EIN

all filings

Address

3838 CAMINO DEL RIO NORTH. STE 365 · SAN DIEGO, CA · 92108

Phone

(619) 255-9554

Industry

Finance & Insurance

Plan administrator