Original filing (PDF)20250702145211NAL0013833553001

Scupin Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Scupin Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Scupin Wealth Management's Scupin Wealth Management 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 17.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Elizabeth Scupin signed Scupin Wealth Management's 2023 Form 5500 as plan administrator.

Elizabeth Scupin — 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

Scupin Wealth Management's EIN is 88-2910421.

EIN 88-2910421

Plan number 001

Plan year 2023

ACK ID 20250702145211NAL0013833553001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Scupin Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, 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 SCUPIN WEALTH MANAGEMENT.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off