How big is Weitzel Insurance Services LLC's plan?

Weitzel Insurance Services LLC's plan reported $12K in assets and 1 participants for 2024.

Original filing (PDF)20250718155029NAL0003088704001

Weitzel Insurance Services LLC

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

Form 5500-SF

FILING_RECEIVED

Weitzel Insurance Services LLC 401(k) Plan

401(k) retirement plan · Weitzel Insurance Services LLC's Weitzel Insurance Services LLC 401(k) Plan held $12K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Marcus Bowie signed Weitzel Insurance Services LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Weitzel Insurance Services LLC's EIN is 84-3644657.

EIN 84-3644657

Plan number 001

Plan year 2024

ACK ID 20250718155029NAL0003088704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Weitzel Insurance Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEITZEL INSURANCE SERVICES 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score