How big is Sheehan Wealth Partners LLC's plan?

Sheehan Wealth Partners LLC's plan reported $2K in assets and 2 participants for 2023.

Original filing (PDF)20240506143844NAL0023640515001

Sheehan Wealth Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Sheehan Wealth Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sheehan Wealth Partners LLC's Sheehan Wealth Partners LLC 401(k) Profit Sharing Plan & Trust held $2K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

James D Sheehan signed Sheehan Wealth Partners LLC's 2023 Form 5500 as plan administrator.

James D Sheehan — 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

Sheehan Wealth Partners LLC's EIN is 92-2314405.

EIN 92-2314405

Plan number 001

Plan year 2023

ACK ID 20240506143844NAL0023640515001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Sheehan Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off