· 2022–2024 · DOL EFAST2

Wealthcare Corporation — Wealthcare Corporation, Form 5500 (2024)

Original filing (PDF)20250829143403NAL0011399697001

Wealthcare Corporation

Form 5500-SF

FILING_RECEIVED

Wealthcare Corporation 401(k) Plan

401(k) retirement plan · Wealthcare Corporation's Wealthcare Corporation 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WEALTHCARE CORPORATION

EIN

Address

2847 S INGRAM MILL · SUITE B100 · SPRINGFIELD, MO · 65804

Phone

(417) 882-1726

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-08-12

Filed

2025-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Bickling Financial Services, Inc.

Bickling Financial Services, Inc. 401(k) and PS Plan

Financial Solutions, LLC

Financial Solutions, LLC Cash Balance Pension Plan

First National Corporation

First National Corporation Cash Balance Plan

Capital Growth Management, L.P.

Capital Growth Management,L.P. Employees Profit Sharing Retirement Plan

Advanced Vision Management, Inc.

Advanced Vision Management, Inc. Cash Balance Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.