Original filing (PDF)20250328104854NAL0001900482001

GENFINITY WEALTH MANAGEMENT

Name: GENFINITY WEALTH MANAGEMENT — GENFINITY WEALTH MANAGEMENT MCF BENEFIT PLAN, Form 5500 (2023)
Creator: GENFINITY WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

GENFINITY WEALTH MANAGEMENT MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$5K

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENFINITY WEALTH MANAGEMENT.

Plan sponsor

Name

GENFINITY WEALTH MANAGEMENT

EIN

47-4571767

Address

1451 HIGH ST SUITE 215 · WASHINGTON, MO · 63090

Phone

(636) 489-0821

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

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

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

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