How big is West Capital Wealth Management's plan?

West Capital Wealth Management's plan reported $109K in assets and 4 participants for 2024.

Original filing (PDF)20251014145706NAL0006453010001

West Capital Wealth Management

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

Form 5500-SF

FILING_RECEIVED

West Capital Wealth Management 401(k) Plan

401(k) retirement plan · West Capital Wealth Management's West Capital Wealth Management 401(k) Plan held $109K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$108K

Plan identifiers

West Capital Wealth Management's EIN is 99-0464551.

EIN 99-0464551

Plan number 001

Plan year 2024

ACK ID 20251014145706NAL0006453010001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

West Capital Wealth Management's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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