How big is Captain Asset Mgmt's plan?

Captain Asset Mgmt's plan reported $7K in assets and 2 participants for 2023.

Original filing (PDF)20250328104739NAL0000578147001

Captain Asset Mgmt

Name: Captain Asset Mgmt — Captain Asset Mgmt MCF Benefit, Form 5500 (2023)
Creator: Captain Asset Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Captain Asset Mgmt MCF Benefit Plan

Health & welfare plan · Captain Asset Mgmt's Captain Asset Mgmt MCF Benefit Plan held $7K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

People on this filing

Becky Wekenborg signed Captain Asset Mgmt's 2023 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

Captain Asset Mgmt's EIN is 82-5167722.

EIN 82-5167722

Plan number 501

Plan year 2023

ACK ID 20250328104739NAL0000578147001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Captain Asset Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Captain Asset Mgmt'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 CAPTAIN ASSET MGMT.

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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