How big is Kuhns Wealth LLC's plan?

Kuhns Wealth LLC's plan reported $148K in assets and 1 participants for 2023.

Original filing (PDF)20240627161950NAL0022161234001

Kuhns Wealth LLC

Name: Kuhns Wealth LLC — Kuhns Wealth LLC 401(k) Profit, Form 5500 (2023)
Creator: Kuhns Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kuhns Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kuhns Wealth LLC's Kuhns Wealth LLC 401(k) Profit Sharing Plan & Trust held $148K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

People on this filing

Matthew L Kuhns signed Kuhns Wealth LLC's 2023 Form 5500 as plan administrator.

Matthew L Kuhns — 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

Kuhns Wealth LLC's EIN is 88-4022238.

EIN 88-4022238

Plan number 001

Plan year 2023

ACK ID 20240627161950NAL0022161234001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Kuhns Wealth LLC'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 KUHNS WEALTH LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KUHNS WEALTH LLC

EIN

all filings

Address

1818 LIBRARY STREET · RESTON, VA · 20190

Phone

(571) 346-7576

Industry

Finance & Insurance

Plan administrator