How big is Jacqueline Levoir Wealth Management's plan?

Jacqueline Levoir Wealth Management's plan reported $1K in assets and 1 participants for 2024.

Original filing (PDF)20251229132729NAL0025944048001

Jacqueline Levoir Wealth Management

Name: Jacqueline Levoir Wealth Management — Jacqueline, Form 5500 (2024)
Creator: Jacqueline Levoir Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacqueline Levoir Wealth Management CBS Benefit Plan

Health & welfare plan · Jacqueline Levoir Wealth Management's Jacqueline Levoir Wealth Management CBS Benefit Plan held $1K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$353

People on this filing

Joseph HSU signed Jacqueline Levoir Wealth Management's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Jacqueline Levoir Wealth Management's EIN is 87-1499783.

EIN 87-1499783

Plan number 501

Plan year 2024

ACK ID 20251229132729NAL0025944048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacqueline Levoir Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacqueline Levoir Wealth Management'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 JACQUELINE LEVOIR WEALTH MANAGEMENT.

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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