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

Aptus Wealth Planning, LLC's plan reported $253K in assets and 2 participants for 2024.

Original filing (PDF)20250722124921NAL0002372705001

Aptus Wealth Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Aptus Wealth Planning, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Aptus Wealth Planning, LLC's Aptus Wealth Planning, LLC Cash Balance Pension Plan held $253K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Thomas Brown signed Aptus Wealth Planning, LLC's 2024 Form 5500 as plan administrator.

Thomas Brown — 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

Aptus Wealth Planning, LLC's EIN is 84-3638874.

EIN 84-3638874

Plan number 002

Plan year 2024

ACK ID 20250722124921NAL0002372705001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aptus Wealth Planning, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APTUS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score