Original filing (PDF)20251229104356NAL0041556370001

FINANCIAL PLANNERS OF MISSOURI, LLC

Name: FINANCIAL PLANNERS OF MISSOURI, LLC — FINANCIAL PLANNERS OF MISSOURI, LLC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: FINANCIAL PLANNERS OF MISSOURI, LLC

Form 5500-SF

FILING_RECEIVED

FINANCIAL PLANNERS OF MISSOURI, LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$877

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL PLANNERS OF MISSOURI, LLC.

Plan sponsor

Name

FINANCIAL PLANNERS OF MISSOURI, LLC

EIN

80-0327170

Address

1 CROWN DRIVE · SUITE 103 · KIRKSVILLE, MO · 63501

Phone

(660) 956-9416

Industry

Finance & Insurancesee all

Plan administrator