How big is Mark A. Murray Heisler, CFP's plan?

Mark A. Murray Heisler, CFP's plan reported $1.3M in assets and 2 participants for 2023.

Original filing (PDF)20240716082228NAL0002829345001

Mark A. Murray Heisler, CFP

Name: Mark A. Murray Heisler, CFP — Mark A. Murray, Form 5500 (2023)
Creator: Mark A. Murray Heisler, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark A. Murray Heisler, CFP Profit Sharing Plan

Defined-contribution retirement plan · Mark A. Murray Heisler, CFP's Mark A. Murray Heisler, CFP Profit Sharing Plan held $1.3M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Mark A. Murray Heisler, CFP's EIN is 35-2010129.

EIN 35-2010129

Plan number 001

Plan year 2023

ACK ID 20240716082228NAL0002829345001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mark A. Murray Heisler, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mark A. Murray Heisler, CFP's plan includes profit-sharing.

Decision-maker contacts

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