How big is CFO Consultants LLC's plan?

CFO Consultants LLC's plan reported $170K in assets for 2023.

Original filing (PDF)20241001082829NAL0011183056001

CFO Consultants LLC

Name: CFO Consultants LLC — CFO Consultants 401(k) &, Form 5500 (2023)
Creator: CFO Consultants LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFO Consultants 401(k) & Profit Sharing Plan

401(k) retirement plan · CFO Consultants LLC's CFO Consultants 401(k) & Profit Sharing Plan reported $170K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

People on this filing

Ben WANN signed CFO Consultants LLC's 2023 Form 5500 as plan administrator.

Ben WANN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CFO Consultants LLC's EIN is 20-5096679.

EIN 20-5096679

Plan number 001

Plan year 2023

ACK ID 20241001082829NAL0011183056001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CFO Consultants LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CFO Consultants LLC'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 CFO CONSULTANTS LLC.

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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