How big is First Element Insurance Planners LLC's plan?

First Element Insurance Planners LLC's plan reported $4K in assets and 8 participants for 2024.

Original filing (PDF)20251229104359NAL0041556610001

First Element Insurance Planners LLC

Name: First Element Insurance Planners LLC — First Element, Form 5500 (2024)
Creator: First Element Insurance Planners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Element Insurance Planners LLC MCF Benefit Plan

Health & welfare plan · First Element Insurance Planners LLC's First Element Insurance Planners LLC MCF Benefit Plan held $4K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Becky Wekenborg signed First Element Insurance Planners 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

First Element Insurance Planners LLC's EIN is 81-3458000.

EIN 81-3458000

Plan number 501

Plan year 2024

ACK ID 20251229104359NAL0041556610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Element Insurance Planners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Element Insurance Planners 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 FIRST ELEMENT INSURANCE PLANNERS 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