How big is Momentum, LLC's plan?

Momentum, LLC's plan reported $20K in assets and 3 participants for 2023.

Original filing (PDF)20240520113103NAL0002163856001

Momentum, LLC

Name: Momentum, LLC — Momentum, LLC Retirement Savings, Form 5500 (2023)
Creator: Momentum, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentum, LLC Retirement Savings Plan

401(k) retirement plan · Momentum, LLC's Momentum, LLC Retirement Savings Plan held $20K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Donald Kellner signed Momentum, LLC's 2023 Form 5500 as plan administrator.

Donald Kellner — 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

Momentum, LLC's EIN is 35-2126709.

EIN 35-2126709

Plan number 001

Plan year 2023

ACK ID 20240520113103NAL0002163856001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Momentum, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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