Original filing (PDF)20250905144414NAL0017294401001

WELL PLANNED FINANCIAL, LLC

Name: WELL PLANNED FINANCIAL, LLC — WELL PLANNED FINANCIAL CASH BALANCE PLAN, Form 5500 (2024)
Creator: WELL PLANNED FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

WELL PLANNED FINANCIAL CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELL PLANNED FINANCIAL, LLC.

Plan sponsor

Name

WELL PLANNED FINANCIAL, LLC

EIN

88-2738359

Address

3201 ENTERPRISE PARKWAY · SUITE 400 · BEACHWOOD, OH · 44122

Phone

(440) 413-8538

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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