How big is XENA Financial Planning LLC's plan?

XENA Financial Planning LLC's plan reported $538K in assets and 2 participants for 2023.

Original filing (PDF)20240516220334NAL0036182083057

XENA Financial Planning LLC

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

Form 5500-SF

FILING_RECEIVED

XENA Financial Planning 401(k) Plan

401(k) retirement plan · XENA Financial Planning LLC's XENA Financial Planning 401(k) Plan held $538K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

People on this filing

QIAN LIU signed XENA Financial Planning LLC's 2023 Form 5500 as plan administrator.

QIAN LIU — 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

XENA Financial Planning LLC's EIN is 85-0993474.

EIN 85-0993474

Plan number 001

Plan year 2023

ACK ID 20240516220334NAL0036182083057

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

XENA Financial Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XENA FINANCIAL PLANNING 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