How big is Financial Life Bookeeping & Solutions LLC's plan?

Financial Life Bookeeping & Solutions LLC's plan reported $620 in assets and 2 participants for 2024.

Original filing (PDF)20251229104355NAL0041556322001

Financial Life Bookeeping & Solutions LLC

Name: Financial Life Bookeeping & Solutions LLC — Form 5500 Plan 501 (2024)
Creator: Financial Life Bookeeping & Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Life Bookeeping & Solutions LLC MCF Benefit Plan

Health & welfare plan · Financial Life Bookeeping & Solutions LLC's Financial Life Bookeeping & Solutions LLC MCF Benefit Plan held $620 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$620

Net assets (EOY)

$175

People on this filing

Becky Wekenborg signed Financial Life Bookeeping & Solutions 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

Financial Life Bookeeping & Solutions LLC's EIN is 84-2159082.

EIN 84-2159082

Plan number 501

Plan year 2024

ACK ID 20251229104355NAL0041556322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Life Bookeeping & Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Life Bookeeping & Solutions 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 FINANCIAL LIFE BOOKEEPING & SOLUTIONS 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