Original filing (PDF)20251016063359NAL0008080496001

Leicht Financial Planning & Wealth Management

Name: Leicht Financial Planning & Wealth Management — Form 5500 Plan 001 (2024)
Creator: Leicht Financial Planning & Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leicht Financial Planning & Wealth Management Cash Balance Plan

Defined-benefit pension plan · Leicht Financial Planning & Wealth Management's Leicht Financial Planning & Wealth Management Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Andrew Leicht signed Leicht Financial Planning & Wealth Management's 2024 Form 5500 as plan administrator.

Andrew Leicht — 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

Leicht Financial Planning & Wealth Management's EIN is 47-1104541.

EIN 47-1104541

Plan number 001

Plan year 2024

ACK ID 20251016063359NAL0008080496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leicht Financial Planning & Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score