How big is Wealth Legacy Planners' plan?

Wealth Legacy Planners' plan reported $354K in assets and 4 participants for 2024.

Original filing (PDF)20250402162821NAL0010080417001

Wealth Legacy Planners

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

Form 5500-SF

FILING_RECEIVED

Wealth Legacy Planners 401(k) Plan

401(k) retirement plan · Wealth Legacy Planners' Wealth Legacy Planners 401(k) Plan held $354K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

People on this filing

Jimmy Woods signed Wealth Legacy Planners' 2024 Form 5500 as plan administrator.

Jimmy Woods — 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

Wealth Legacy Planners' EIN is 86-2250560.

EIN 86-2250560

Plan number 001

Plan year 2024

ACK ID 20250402162821NAL0010080417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Legacy Planners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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