How big is Leigh Wealth Management Group's plan?

Leigh Wealth Management Group's plan reported $234K in assets and 3 participants for 2023.

Original filing (PDF)20240710085754NAL0023681344001

Leigh Wealth Management Group

Name: Leigh Wealth Management Group — Leigh Wealth, Form 5500 (2023)
Creator: Leigh Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leigh Wealth Management Group 401(k) Plan

401(k) retirement plan · Leigh Wealth Management Group's Leigh Wealth Management Group 401(k) Plan held $234K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

CHAD Leigh signed Leigh Wealth Management Group's 2023 Form 5500 as plan administrator.

CHAD Leigh — 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

Leigh Wealth Management Group's EIN is 84-1577251.

EIN 84-1577251

Plan number 001

Plan year 2023

ACK ID 20240710085754NAL0023681344001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Leigh Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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