Original filing (PDF)20250422222507NAL0003296707093

WEBULL TECHNOLOGIES, INC.

Name: WEBULL TECHNOLOGIES, INC. — WEBULL TECHNOLOGY 401(K) PLAN, Form 5500 (2024)
Creator: WEBULL TECHNOLOGIES, INC.

Form 5500-SF

FILING_RECEIVED

WEBULL TECHNOLOGY 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

178

Accounts w/ balance

166

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBULL TECHNOLOGIES, INC..

Plan sponsor

Name

WEBULL TECHNOLOGIES, INC.

EIN

84-2548312

Address

44 WALL ST. · SUITE 201 · NEW YORK, NY · 10005

Phone

(888) 828-0618

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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