How big is Element Wealth Planning LLC's plan?

Element Wealth Planning LLC's plan reported $36K in assets and 4 participants for 2024.

Original filing (PDF)20250602125445NAL0006844131001

Element Wealth Planning LLC

Name: Element Wealth Planning LLC — Element Wealth, Form 5500 (2024)
Creator: Element Wealth Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Element Wealth Planning LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Element Wealth Planning LLC's Element Wealth Planning LLC 401(k) Profit Sharing Plan & Trust held $36K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Glenn Sweeten signed Element Wealth Planning LLC's 2024 Form 5500 as plan administrator.

Glenn Sweeten — 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

Element Wealth Planning LLC's EIN is 99-2021732.

EIN 99-2021732

Plan number 001

Plan year 2024

ACK ID 20250602125445NAL0006844131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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