How big is FSM Wealth Advisors LLC's plan?

FSM Wealth Advisors LLC's plan reported $7K in assets and 16 participants for 2024.

Original filing (PDF)20250729140957NAL0002899409001

FSM Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

FSM Wealth Advisors LLC SOCA Benefit Plan

Health & welfare plan · FSM Wealth Advisors LLC's FSM Wealth Advisors LLC SOCA Benefit Plan held $7K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed FSM Wealth Advisors LLC's 2024 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

FSM Wealth Advisors LLC's EIN is 83-2256400.

EIN 83-2256400

Plan number 501

Plan year 2024

ACK ID 20250729140957NAL0002899409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FSM Wealth Advisors LLC'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 FSM WEALTH ADVISORS LLC.

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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