401(k) · DOL Form 5500 · 2024
Fullcircle Wealth LLC 401(k) Plan
Data updated 2026-08-25
- $134K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $22,332
- Avg per participant Low balance/head
Official DOL plan name: Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Fullcircle Wealth LLC · Texas · Finance & Insurance
$134K in assets, 6 participants
Fullcircle Wealth LLC's Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust reported $134K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 8th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #340 in Finance & Insurance (8,549 peers)
Fullcircle Wealth LLC multi-year trail
Fullcircle Wealth LLC's plans moved +310.7% in assets from 2022 to 2024; this filing shows Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust at $134K / 6 participants.
- #340
- in Finance & Insurance (8,549 peers)
- +60.8%
- assets growth YoY
Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$133,992 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $83K in the plan year 2023 filing to $134K in the plan year 2024 filing.
- Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 461544053 · Fullcircle Wealth LLC PY 2024 · 401(k)
Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust · $134K · 6 · 8th
- 5500 $134K
- 5500 6
- 5500 8th
- 5500 401(k)
- 5500 near Brazen Investments Inc 401(k) Plan
- 5500 ind #340
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →
Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Fullcircle Wealth LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fullcircle Wealth LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $134K 310.71603727317313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $33K |
| 2023 | 1 | 5 | $83K |
| 2024 | 1 | 6 | $134K |
Fullcircle Wealth LLC filing trail (2024)
| Total Assets (Beginning of Year) | $83K |
|---|---|
| Net Assets (End of Year) | $134K |
| Net Income | $51K |
| Employer EIN | 461544053 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Fullcircle Wealth LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Brazen Investments Inc 401(k) Plan in MO ($134K); by covered participants it is Pat Nguyen Safe Harbor 401(k) Plan in GA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134K here).
- Brazen Investments Inc 401(k) Plan (MO) $134K · N/A
- Dkl Incorporated 401(k) Plan (FL) $134K · 5
- Augusta Virginia Beach Investment Plan (VA) $134K · N/A
- Best Senior Services, Inc. 401(k) Plan (FL) $134K · 7
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Bijak Enterprises Retirement Plan (AZ) 6 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.