How big is Mark S. Weaver Wealth Advisory, LLC's plan?

Mark S. Weaver Wealth Advisory, LLC's plan reported $851K in assets and 2 participants for 2024.

Original filing (PDF)20251008085804NAL0003142307001

Mark S. Weaver Wealth Advisory, LLC

Name: Mark S. Weaver Wealth Advisory, LLC — Mark S. Weaver, Form 5500 (2024)
Creator: Mark S. Weaver Wealth Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark S. Weaver Wealth Advisory, LLC Cash Balance Plan

Defined-benefit pension plan · Mark S. Weaver Wealth Advisory, LLC's Mark S. Weaver Wealth Advisory, LLC Cash Balance Plan held $851K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

Plan identifiers

Mark S. Weaver Wealth Advisory, LLC's EIN is 81-0864366.

EIN 81-0864366

Plan number 002

Plan year 2024

ACK ID 20251008085804NAL0003142307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark S. Weaver Wealth Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark S. Weaver Wealth Advisory, LLC'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 MARK S. WEAVER WEALTH ADVISORY, LLC.

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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