How big is Seapoint Wealth Advisors' plan?

Seapoint Wealth Advisors' plan reported $417K in assets and 3 participants for 2024.

Original filing (PDF)20250403102838NAL0010165473001

Seapoint Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Seapoint Wealth Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Seapoint Wealth Advisors' Seapoint Wealth Advisors 401(k) Profit Sharing Plan & Trust held $417K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

People on this filing

CHAD Taylor signed Seapoint Wealth Advisors' 2024 Form 5500 as plan administrator.

CHAD Taylor — 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

Seapoint Wealth Advisors' EIN is 86-1856653.

EIN 86-1856653

Plan number 001

Plan year 2024

ACK ID 20250403102838NAL0010165473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Seapoint Wealth Advisors' 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 SEAPOINT WEALTH ADVISORS.

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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