How big is Market Wealth Management LLC's plan?

Market Wealth Management LLC's plan reported $147K in assets and 4 participants for 2024.

Original filing (PDF)20250430093646NAL0003524978001

Market Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Taylor Basden & Associates 401(k) and Profit Sharing Plan

401(k) retirement plan · Market Wealth Management LLC's Taylor Basden & Associates 401(k) and Profit Sharing Plan held $147K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Holli Taylor signed Market Wealth Management LLC's 2024 Form 5500 as plan administrator.

Holli Taylor — 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

Market Wealth Management LLC's EIN is 93-4097667.

EIN 93-4097667

Plan number 001

Plan year 2024

ACK ID 20250430093646NAL0003524978001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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