Webull Financial Llc 401(k) Plan: Login, Facts & Contact Information

Webull Financial Llc 401(k) Plan Facts

Plan name
WEBULL FINANCIAL LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WEBULL FINANCIAL LLC
Participants
88 (79 active employees)
Plan assets
$636,495 at Dec 31, 2024
Average account balance
$25,460 across 25 accounts
Employer contributions
$45,189 in plan year 2024 (20% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 15, 2018
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $230,191 went into the plan in contributions, $45,189 of it from the employer (20%).
  • Investment and other income added $56,606.

How the Webull Financial Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20196$64,539$0$0
202013$189,905$0$11,532
202124$992,079$0$18,295
202254$1.13 million$0$78,050
202386$350,544$2,580$0
202488$636,495$45,189$0

Webull Financial Llc 401(k) Contact Information

Phone
917-725-2418
Mailing address
44 WALL STREET 2ND FLOOR, NEW YORK NY 10005
Plan sponsor
WEBULL FINANCIAL LLC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
82-1664890
Plan number
001

Questions about the Webull Financial Llc 401(k)

Does Webull Financial Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $45,189, 20% of all contributions.

Does the Webull Financial Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Webull Financial Llc 401(k) plan?

88 participants at the start of plan year 2024, 79 of them active employees.

What is the average 401(k) balance at Webull Financial Llc?

About $25,460 per account: $636,495 in plan assets across 25 accounts with a balance at the end of plan year 2024.

Who manages the Webull Financial Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Webull Financial Llc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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