How big is Mwboone & Associates LLC's plan?

Mwboone & Associates LLC's plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20250814185258NAL0013889408001

Mwboone & Associates LLC

Name: Mwboone & Associates LLC — Boone Wealth 401(k) Plan, Form 5500 (2024)
Creator: Mwboone & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boone Wealth 401(k) Plan

401(k) retirement plan · Mwboone & Associates LLC's Boone Wealth 401(k) Plan held $2.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Shawn Nelson signed Mwboone & Associates LLC's 2024 Form 5500 as plan administrator.

Shawn Nelson — 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

Mwboone & Associates LLC's EIN is 91-2165781.

EIN 91-2165781

Plan number 001

Plan year 2024

ACK ID 20250814185258NAL0013889408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mwboone & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mwboone & Associates LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MWBOONE & ASSOCIATES LLC

EIN

all filings

Address

500 108TH AVE NE, SUITE 1840 · BELLEVUE, WA · 98004

Phone

(425) 462-6406

Industry

Finance & Insurance

Plan administrator