How big is Dennis Wealth Management's plan?

Dennis Wealth Management's plan reported $96K in assets and 2 participants for 2024.

Original filing (PDF)20251010095825NAL0012270720001

Dennis Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Dennis Wealth Management 401(k) Plan

401(k) retirement plan · Dennis Wealth Management's Dennis Wealth Management 401(k) Plan held $96K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

People on this filing

Kelly Dennis signed Dennis Wealth Management's 2024 Form 5500 as plan administrator.

Kelly Dennis — 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

Dennis Wealth Management's EIN is 87-3710993.

EIN 87-3710993

Plan number 001

Plan year 2024

ACK ID 20251010095825NAL0012270720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dennis Wealth Management's 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 DENNIS WEALTH MANAGEMENT.

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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