Original filing (PDF)20250407171824NAL0016629681001

KURT LANGENWALTER FINANCIAL PLANNING LLC

Name: KURT LANGENWALTER FINANCIAL PLANNING LLC — KURT LANGENWALTER FINANCIAL PLANNING LLC 401(K) PLAN, Form 5500 (2024)
Creator: KURT LANGENWALTER FINANCIAL PLANNING LLC

Form 5500-SF

FILING_RECEIVED

KURT LANGENWALTER FINANCIAL PLANNING LLC 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 KURT LANGENWALTER FINANCIAL PLANNING LLC.

Plan sponsor

Name

KURT LANGENWALTER FINANCIAL PLANNING LLC

EIN

50-0007851

Address

5285 SHAWNEE ROAD, SUITE 305 · ALEXANDRIA, VA · 22312

Phone

(703) 658-2943

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

2025-04-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LESNIK HIMMELSBACH, WILSON, HEARL, INC.

LESNIK, HIMMELSBACH, WILSON, HEARL, INC. 401K PROFIT SHARING PLAN AND TRUST

$1.3M · 14 participants

HJA INC. DBA DOOR CREEK FINANCIAL

DOOR CREEK FINANCIAL 401(K) PLAN

$1.3M · 2 participants

B & P FINANCIAL SERVICES, INC. DBA M3 INVESTMENT SERVICES

B & P FINANCIAL SERVICES, INC. DBA M3 INVESTMENT SERVICES RETIREMENT PLAN

$1.3M · 10 participants

BALLYSHANNON PARTNERS, LP

BALLYSHANNON PARTNERS, LP 401(K) PROFIT SHARING PLAN

$1.3M · 3 participants