How big is Culbreth Wealth Management, LLC's plan?

Culbreth Wealth Management, LLC's plan reported $667K in assets and 2 participants for 2024.

Original filing (PDF)20251003095359NAL0001243457001

Culbreth Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Culbreth Wealth Management 401(k) Plan

401(k) retirement plan · Culbreth Wealth Management, LLC's Culbreth Wealth Management 401(k) Plan held $667K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$667K

Net assets (EOY)

$667K

People on this filing

Paul Culbreth signed Culbreth Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Paul Culbreth — 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

Culbreth Wealth Management, LLC's EIN is 92-2019073.

EIN 92-2019073

Plan number 001

Plan year 2024

ACK ID 20251003095359NAL0001243457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Culbreth Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CULBRETH WEALTH MANAGEMENT, LLC.

Finding similar companies…

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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CULBRETH WEALTH MANAGEMENT, LLC

EIN

all filings

Address

2098 TERON TRACE # 700 · DACULA, GA · 30019

Phone

(770) 979-1301

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator