Original filing (PDF)20250521150658NAL0002014721001

ENSCONCE WEALTH PARTNERS LLC

Name: ENSCONCE WEALTH PARTNERS LLC — ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ENSCONCE WEALTH PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

ENSCONCE WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENSCONCE WEALTH PARTNERS LLC.

Plan sponsor

Name

ENSCONCE WEALTH PARTNERS LLC

EIN

83-4249323

Address

1600 S MAIN ST STE 120 · WALNUT CREEK, CA · 945965381

Phone

(925) 938-6900

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PLAN TECH INC

PLAN TECH INC 401(K) PROFIT SHARING PLAN & TRUST

$760K · 19 participants

BLUEPRINT TRIAL CONSULTING LLC

BLUEPRINT TRIAL CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST

$760K · 24 participants

RESOURCE REFOCUS, LLC

RESOURCE REFOCUS 401(K) PLAN

$760K · 9 participants

NEXTGEN EVENT SERVICES

NEXTGEN EVENT SERVICES 401(K) PLAN

$760K · 6 participants

SYNERGY TELECOM SERVICE CO.

SYNERGY TELECOM SERVICE CO. 401(K) PLAN