How big is Eagle Wealth Advisors LLC's plan?

Eagle Wealth Advisors LLC's plan reported $2K in assets and 2 participants for 2023.

Original filing (PDF)20250327132018NAL0012383779001

Eagle Wealth Advisors LLC

Name: Eagle Wealth Advisors LLC — Eagle Wealth Advisors, Form 5500 (2023)
Creator: Eagle Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Wealth Advisors LLC SOCA Benefit Plan

Health & welfare plan · Eagle Wealth Advisors LLC's Eagle Wealth Advisors LLC SOCA Benefit Plan held $2K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$462

People on this filing

Matt Appenzeller signed Eagle Wealth Advisors LLC's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Eagle Wealth Advisors LLC's EIN is 85-3367383.

EIN 85-3367383

Plan number 501

Plan year 2023

ACK ID 20250327132018NAL0012383779001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Eagle Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Eagle Wealth Advisors LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score