How big is Proactive Money Management's plan?

Proactive Money Management's plan reported $3K in assets and 3 participants for 2023.

Original filing (PDF)20250328105131NAL0000580003001

Proactive Money Management

Name: Proactive Money Management — Proactive Money, Form 5500 (2023)
Creator: Proactive Money Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proactive Money Management MCF Benefit Plan

Health & welfare plan · Proactive Money Management's Proactive Money Management MCF Benefit Plan held $3K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$896

People on this filing

Becky Wekenborg signed Proactive Money Management's 2023 Form 5500 as plan administrator.

Becky Wekenborg — 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

Proactive Money Management's EIN is 43-1225590.

EIN 43-1225590

Plan number 501

Plan year 2023

ACK ID 20250328105131NAL0000580003001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Proactive Money Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Proactive Money Management'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 PROACTIVE MONEY MANAGEMENT.

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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