How big is Meyer Wealth Management's plan?

Meyer Wealth Management's plan reported $144K in assets and 3 participants for 2022.

Original filing (PDF)20230512122230NAL0063297474001

Meyer Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Meyer Wealth Management 401(k) Plan

401(k) retirement plan · Meyer Wealth Management's Meyer Wealth Management 401(k) Plan held $144K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Gregory Meyer signed Meyer Wealth Management's 2022 Form 5500 as plan administrator.

Gregory Meyer — 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

Meyer Wealth Management's EIN is 83-2895080.

EIN 83-2895080

Plan number 001

Plan year 2022

ACK ID 20230512122230NAL0063297474001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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