How big is Laurel Wealth Planning's plan?

Laurel Wealth Planning's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250529134058NAL0013598768002

Laurel Wealth Planning

Name: Laurel Wealth Planning — Laurel Wealth Planning, Form 5500 (2024)
Creator: Laurel Wealth Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laurel Wealth Planning 401(k) Savings Plan

401(k) retirement plan · Laurel Wealth Planning's Laurel Wealth Planning 401(k) Savings Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Katie THEN signed Laurel Wealth Planning's 2024 Form 5500 as plan administrator.

Katie THEN — 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

Laurel Wealth Planning's EIN is 45-3971980.

EIN 45-3971980

Plan number 001

Plan year 2024

ACK ID 20250529134058NAL0013598768002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Laurel Wealth Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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