How big is Lauletta Financial's plan?

Lauletta Financial's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20251126140713NAL0004823569001

Lauletta Financial

Name: Lauletta Financial — Lauletta Financial SOCA Benefit, Form 5500 (2024)
Creator: Lauletta Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lauletta Financial SOCA Benefit Plan

Health & welfare plan · Lauletta Financial's Lauletta Financial SOCA Benefit Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$540

People on this filing

Matt Appenzeller signed Lauletta Financial's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Lauletta Financial's EIN is 26-1528894.

EIN 26-1528894

Plan number 501

Plan year 2024

ACK ID 20251126140713NAL0004823569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lauletta Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lauletta Financial's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

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