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

Monica A. Hensley CFP's plan reported $407K in assets and 1 participants for 2023.

Original filing (PDF)20240723161038NAL0020262048001

Monica A. Hensley CFP

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

Form 5500-SF

FILING_RECEIVED

Monica A. Hensley CFP Cash Balance Plan

Defined-benefit pension plan · Monica A. Hensley CFP's Monica A. Hensley CFP Cash Balance Plan held $407K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

Plan identifiers

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

EIN 20-0498786

Plan number 002

Plan year 2023

ACK ID 20240723161038NAL0020262048001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score