How big is Beckerle Financial Group, LLC's plan?

Beckerle Financial Group, LLC's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20251229104222NAL0010158867001

Beckerle Financial Group, LLC

Name: Beckerle Financial Group, LLC — Beckerle Financial, Form 5500 (2024)
Creator: Beckerle Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beckerle Financial Group, LLC MCF Benefit Plan

Health & welfare plan · Beckerle Financial Group, LLC's Beckerle Financial Group, LLC MCF Benefit Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$690

People on this filing

Becky Wekenborg signed Beckerle Financial Group, LLC's 2024 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

Beckerle Financial Group, LLC's EIN is 74-3048191.

EIN 74-3048191

Plan number 501

Plan year 2024

ACK ID 20251229104222NAL0010158867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beckerle Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beckerle Financial Group, LLC'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 BECKERLE FINANCIAL GROUP, LLC.

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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