· 2022–2024 · DOL EFAST2

DARPEL WEALTH MANAGEMENT, LLC — DARPEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20250807104530NAL0003591681001

DARPEL WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

DARPEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

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 DARPEL WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

DARPEL WEALTH MANAGEMENT, LLC

EIN

92-1285167all filings

Address

507 CENTRE VIEW BLVD. · CRESTVIEW HILLS, KY · 41017

Phone

(859) 802-2006

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

1A · Pay-related 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

Related plans

Similar-size Finance & Insurance plans

BENOIT FINANCIAL GROUP, LLC DBA BENOIT FINANCIAL PLANNERS

BENOIT FINANCIAL GROUP, LLC 401(K) PLAN

$362K · 4 participants

HARVEY WEALTH MANAGEMENT LLC

HARVEY WEALTH MANAGEMENT LLC 401(K) PLAN

$362K · 5 participants

BC NAVIGATOR FINANCIAL

BC NAVIGATOR FINANCIAL 401K

$362K · 6 participants

LATOUR ADVISORY GROUP, INC.

LATOUR ADVISORY GROUP, INC. CASH BALANCE PLAN

$361K · 10 participants

CHRISTOPHER V. KIMBALL FINANCIAL SERVICES LLC

CHRISTOPHER V. KIMBALL 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.