How big is Turning Point Wealth's plan?

Turning Point Wealth's plan reported $1K in assets and 2 participants for 2023.

Original filing (PDF)20250327132849NAL0012387315001

Turning Point Wealth

Name: Turning Point Wealth — Turning Point Wealth SOCA, Form 5500 (2023)
Creator: Turning Point Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Turning Point Wealth SOCA Benefit Plan

Health & welfare plan · Turning Point Wealth's Turning Point Wealth SOCA Benefit Plan held $1K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$446

People on this filing

Matt Appenzeller signed Turning Point Wealth'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

Turning Point Wealth's EIN is 87-2386077.

EIN 87-2386077

Plan number 501

Plan year 2023

ACK ID 20250327132849NAL0012387315001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Turning Point Wealth'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 TURNING POINT WEALTH.

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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