How big is Gatewood Wealth Solutions' plan?

Gatewood Wealth Solutions' plan reported $3.0M in assets and 26 participants for 2024.

Original filing (PDF)20250812093240NAL0007820641001

Gatewood Wealth Solutions

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

Form 5500-SF

FILING_RECEIVED

Gatewood Wealth Solutions 401(k) Plan

401(k) retirement plan · Gatewood Wealth Solutions' Gatewood Wealth Solutions 401(k) Plan held $3.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Brian McGeehon signed Gatewood Wealth Solutions' 2024 Form 5500 as plan administrator.

Brian McGeehon — 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

Gatewood Wealth Solutions' EIN is 84-3602426.

EIN 84-3602426

Plan number 001

Plan year 2024

ACK ID 20250812093240NAL0007820641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gatewood Wealth Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gatewood Wealth Solutions' 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 GATEWOOD WEALTH SOLUTIONS.

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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