Original filing (PDF)20251201205716NAL0022560034001

Consilio Medical Equipment Planning LLC DBA Anchor Planning

Name: Consilio Medical Equipment Planning LLC DBA Anchor Planning — Form 5500 Plan 002 (2023)
Creator: Consilio Medical Equipment Planning LLC DBA Anchor Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Planning 401(k) Retirement Plan

401(k) retirement plan · Consilio Medical Equipment Planning LLC DBA Anchor Planning's Anchor Planning 401(k) Retirement Plan held $750K in plan assets for 15 participants in 2023.

Signals · 1

Late filing · 12.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

People on this filing

Heather Oberg signed Consilio Medical Equipment Planning LLC DBA Anchor Planning's 2023 Form 5500 as plan administrator.

Heather Oberg — 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

Consilio Medical Equipment Planning LLC DBA Anchor Planning's EIN is 84-2180018.

EIN 84-2180018

Plan number 002

Plan year 2023

ACK ID 20251201205716NAL0022560034001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Consilio Medical Equipment Planning LLC DBA Anchor Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Consilio Medical Equipment Planning LLC DBA Anchor Planning's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSILIO MEDICAL EQUIPMENT PLANNING LLC DBA ANCHOR PLANNING.

Finding similar companies…

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off