Original filing (PDF)20241015192649NAL0029494273001

COUNTRYWIDE ESTATE PLANNING, LLC

Name: COUNTRYWIDE ESTATE PLANNING, LLC — COUNTRYWIDE ESTATE PLANNING 401(K) PLAN, Form 5500 (2023)
Creator: COUNTRYWIDE ESTATE PLANNING, LLC

Form 5500-SF

FILING_RECEIVED

COUNTRYWIDE ESTATE PLANNING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNTRYWIDE ESTATE PLANNING, LLC.

Plan sponsor

Name

COUNTRYWIDE ESTATE PLANNING, LLC

EIN

88-0421804

Address

400 N. STEPHANIE ST., SUITE 235 · HENDERSON, NV · 890146694

Phone

(702) 990-5370

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FAIRHAVEN FINANCIAL ADVISORY CORP.

FAIRHAVEN FINANCIAL ADVISORY CORPORATION PROFIT SHARING PLAN & TRUST

$2.9M · 7 participants

GENTIAN FINANCIAL, INC.

GENTIAN FINANCIAL, INC. 401(K) PLAN

$2.9M · 17 participants

HARBOR WEALTH MANAGEMENT, LLC

HARBOR WEALTH MANAGEMENT SAVINGS & RETIREMENT PLAN

$2.9M · 6 participants

AQ TECHNOLOGY PARTNERS, LLC

AQ TECHNOLOGY 401(K) PLAN

$2.9M · 15 participants

ORCA INVESTMENT MANAGEMENT, LLC

ORCA INVESTMENT MANAGEMENT, LLC SAVINGS & RETIREMENT PLAN