Original filing (PDF)20250709142359NAL0003409363001

MONICA A. CALLEN, CFP

Name: MONICA A. CALLEN, CFP — MONICA A. CALLEN, CFP 401(K) PLAN, Form 5500 (2024)
Creator: MONICA A. CALLEN, CFP

Form 5500-SF

FILING_RECEIVED

MONICA A. CALLEN, CFP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONICA A. CALLEN, CFP.

Plan sponsor

Name

MONICA A. CALLEN, CFP

EIN

47-4044223

Address

19217 36TH AVENUE W, SUITE 205 · LYNNWOOD, WA · 98063

Phone

(206) 448-1231

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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