How big is Leverage Financial Group, LLC's plan?

Leverage Financial Group, LLC's plan reported $8K in assets and 3 participants for 2023.

Original filing (PDF)20250429094439NAL0000343281001

Leverage Financial Group, LLC

Name: Leverage Financial Group, LLC — Leverage Financial, Form 5500 (2023)
Creator: Leverage Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leverage Financial Group, LLC GCF Benefit Plan

Health & welfare plan · Leverage Financial Group, LLC's Leverage Financial Group, LLC GCF Benefit Plan held $8K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

People on this filing

Morgan Law signed Leverage Financial Group, LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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

Leverage Financial Group, LLC's EIN is 84-4132309.

EIN 84-4132309

Plan number 501

Plan year 2023

ACK ID 20250429094439NAL0000343281001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Leverage Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Leverage Financial Group, 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 LEVERAGE FINANCIAL GROUP, 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