How big is Demoss Wealth LLC's plan?

Demoss Wealth LLC's plan reported $1.7M in assets and 4 participants for 2025.

Original filing (PDF)20260310113448NAL0003536577001

Demoss Wealth LLC

Name: Demoss Wealth LLC — Demoss Wealth LLC Safe Harbor, Form 5500 (2025)
Creator: Demoss Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Demoss Wealth LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Demoss Wealth LLC's Demoss Wealth LLC Safe Harbor 401(k) Plan held $1.7M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Demoss Wealth LLC's EIN is 92-3342535.

EIN 92-3342535

Plan number 001

Plan year 2025

ACK ID 20260310113448NAL0003536577001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Demoss Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Demoss Wealth LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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