How big is Jamie L Hatfield Wealth Management, LLC's plan?

Jamie L Hatfield Wealth Management, LLC's plan reported $3K in assets and 2 participants for 2023.

Original filing (PDF)20250430094320NAL0002629008001

Jamie L Hatfield Wealth Management, LLC

Name: Jamie L Hatfield Wealth Management, LLC — Form 5500 Plan 501 (2023)
Creator: Jamie L Hatfield Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jamie L Hatfield Wealth Management, LLC CBS Benefit Plan

Health & welfare plan · Jamie L Hatfield Wealth Management, LLC's Jamie L Hatfield Wealth Management, LLC CBS Benefit Plan held $3K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$598

People on this filing

Joseph HSU signed Jamie L Hatfield Wealth Management, LLC's 2023 Form 5500 as plan administrator.

Joseph HSU — 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

Jamie L Hatfield Wealth Management, LLC's EIN is 93-2658352.

EIN 93-2658352

Plan number 501

Plan year 2023

ACK ID 20250430094320NAL0002629008001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jamie L Hatfield Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jamie L Hatfield Wealth Management, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score