Original filing (PDF)20251229104905NAL0017618977001

LAMINAR WEALTH LLC

Name: LAMINAR WEALTH LLC — LAMINAR WEALTH LLC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: LAMINAR WEALTH LLC

Form 5500-SF

FILING_RECEIVED

LAMINAR WEALTH LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LAMINAR WEALTH LLC

EIN

47-2348725all filings

Address

16020 SWINGLEY RIDGE RD · STE 230 · CHESTERFIELD, MO · 63017

Phone

(636) 590-6919

Industry

Finance & Insurancesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JHP PLANNING LLC

JHP PLANNING LLC 401(K) PLAN

$7K · 2 participants

THE PINES WEALTH MANAGEMENT

THE PINES WEALTH MANAGEMENT 401(K) PLAN

$7K · 4 participants

STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL GROUP 401(K) RETIREMENT PLAN

$7K · 13 participants

OPENAIR FINANCIAL, LLC

OPENAIR FINANCIAL 401(K) PLAN

$7K · 7 participants

HFS WEALTH ADVISORS

HFS WEALTH ADVISORS SOCA BENEFIT PLAN

$7K · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.