How big is Monica A. Hensley CFP's plan?

Monica A. Hensley CFP's plan reported $210K in assets and 1 participants for 2023.

Original filing (PDF)20240723160834NAL0007489123001

Monica A. Hensley CFP

Name: Monica A. Hensley CFP — Monica A. Hensley CFP 401(k), Form 5500 (2023)
Creator: Monica A. Hensley CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monica A. Hensley CFP 401(k) Profit Sharing Plan

401(k) retirement plan · Monica A. Hensley CFP's Monica A. Hensley CFP 401(k) Profit Sharing Plan held $210K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

Plan identifiers

Monica A. Hensley CFP's EIN is 20-0498786.

EIN 20-0498786

Plan number 001

Plan year 2023

ACK ID 20240723160834NAL0007489123001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Monica A. Hensley CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Monica A. Hensley CFP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONICA A. HENSLEY CFP.

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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