How big is Coble McCune Wealth Management, Inc.'s plan?

Coble McCune Wealth Management, Inc.'s plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20251013143527NAL0000715155001

Coble McCune Wealth Management, Inc.

Name: Coble McCune Wealth Management, Inc. — Coble McCune, Form 5500 (2024)
Creator: Coble McCune Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coble McCune Wealth Management, Inc. Cash Balance Plan

Defined-benefit pension plan · Coble McCune Wealth Management, Inc.'s Coble McCune Wealth Management, Inc. Cash Balance Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Randy Coble signed Coble McCune Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Randy Coble — 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

Coble McCune Wealth Management, Inc.'s EIN is 48-1228217.

EIN 48-1228217

Plan number 002

Plan year 2024

ACK ID 20251013143527NAL0000715155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coble McCune Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coble McCune Wealth Management, Inc.'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 COBLE MCCUNE WEALTH MANAGEMENT, INC.

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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