How big is Prosperity Wealth Planning, LLC's plan?

Prosperity Wealth Planning, LLC's plan reported $241K in assets and 4 participants for 2024.

Original filing (PDF)20251007105655NAL0002401363001

Prosperity Wealth Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Prosperity Wealth Planning 401(k) Plan

401(k) retirement plan · Prosperity Wealth Planning, LLC's Prosperity Wealth Planning 401(k) Plan held $241K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Carolanne Chavanne signed Prosperity Wealth Planning, LLC's 2024 Form 5500 as plan administrator.

Carolanne Chavanne — 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

Prosperity Wealth Planning, LLC's EIN is 84-1964167.

EIN 84-1964167

Plan number 001

Plan year 2024

ACK ID 20251007105655NAL0002401363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity Wealth Planning, LLC'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 PROSPERITY WEALTH PLANNING, LLC.

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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