How big is Boehne Financial Group's plan?

Boehne Financial Group's plan reported $458K in assets and 6 participants for 2024.

Original filing (PDF)20250630082942NAL0028361170001

Boehne Financial Group

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

Form 5500-SF

FILING_RECEIVED

Boehne Financial Group 401(k) Plan

401(k) retirement plan · Boehne Financial Group's Boehne Financial Group 401(k) Plan held $458K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$458K

Net assets (EOY)

$458K

People on this filing

Gregory Boehne signed Boehne Financial Group's 2024 Form 5500 as plan administrator.

Gregory Boehne — 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

Boehne Financial Group's EIN is 43-1816019.

EIN 43-1816019

Plan number 001

Plan year 2024

ACK ID 20250630082942NAL0028361170001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Boehne Financial Group'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 BOEHNE FINANCIAL GROUP.

Finding similar companies…

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