How big is Bevel Financial Inc.'s plan?

Bevel Financial Inc.'s plan reported $1K in assets and 12 participants for 2024.

Original filing (PDF)20251229104721NAL0009710355001

Bevel Financial Inc.

Name: Bevel Financial Inc. — Bevel Financial Inc. MCF, Form 5500 (2024)
Creator: Bevel Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bevel Financial Inc. MCF Benefit Plan

Health & welfare plan · Bevel Financial Inc.'s Bevel Financial Inc. MCF Benefit Plan held $1K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$394

People on this filing

Becky Wekenborg signed Bevel Financial Inc.'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

Bevel Financial Inc.'s EIN is 86-3846733.

EIN 86-3846733

Plan number 501

Plan year 2024

ACK ID 20251229104721NAL0009710355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bevel Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bevel Financial Inc.'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 BEVEL FINANCIAL INC.

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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