How big is Genfinity Wealth Management's plan?

Genfinity Wealth Management's plan reported $17K in assets and 5 participants for 2023.

Original filing (PDF)20250328104854NAL0001900482001

Genfinity Wealth Management

Name: Genfinity Wealth Management — Genfinity Wealth, Form 5500 (2023)
Creator: Genfinity Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Genfinity Wealth Management MCF Benefit Plan

Health & welfare plan · Genfinity Wealth Management's Genfinity Wealth Management MCF Benefit Plan held $17K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$5K

People on this filing

Becky Wekenborg signed Genfinity Wealth Management's 2023 Form 5500 as plan administrator.

Becky Wekenborg — 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

Genfinity Wealth Management's EIN is 47-4571767.

EIN 47-4571767

Plan number 501

Plan year 2023

ACK ID 20250328104854NAL0001900482001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Genfinity Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Genfinity Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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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