Original filing (PDF)20250911122740NAL0000742336001

LOEL HEUPEL FINANCIAL

Name: LOEL HEUPEL FINANCIAL — LOEL HEUPEL FINANCIAL PLANNING 401(K) PLAN, Form 5500 (2024)
Creator: LOEL HEUPEL FINANCIAL

Form 5500-SF

FILING_RECEIVED

LOEL HEUPEL FINANCIAL PLANNING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOEL HEUPEL FINANCIAL.

Plan sponsor

Name

LOEL HEUPEL FINANCIAL

EIN

20-3006548

Address

333 UNIVERSITY AVENUE, SUITE 200 · SACRAMENTO, CA · 95825

Phone

(916) 333-5300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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