Original filing (PDF)20250328104932NAL0001629312001

INSITE ADVICE

Name: INSITE ADVICE — INSITE ADVICE MCF BENEFIT PLAN, Form 5500 (2023)
Creator: INSITE ADVICE

Form 5500-SF

FILING_RECEIVED

INSITE ADVICE MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSITE ADVICE.

Plan sponsor

Name

INSITE ADVICE

EIN

03-0506017all filings

Address

2122 MARCONI AVE · SAINT LOUIS, MO · 63110

Phone

(314) 621-6888

Industry

Professional & Technical Servicessee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SUPER MASSIVE VENTURES INC.

SUPER MASSIVE VENTURES INC. 401(K) PLAN

$4K · 2 participants

SYSCONTEK CONSULTING, LLC

SYSCONTEK CONSULTING, LLC 401(K) PLAN

$4K · 2 participants

ABRAHAMSEN ENTERPRISES, INC.

ABRAHAMSEN ENTERPRISES, INC. RETIREMENT TRUST

$4K

TRAINY INC

TRAINY INC 401(K) PLAN

$4K · 3 participants

IA TECHNOLOGIES, INC

IA TECHNOLOGIES, INC 401(K) PLAN

$4K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.