How big is Nicole Phelps Agency, LLC's plan?

Nicole Phelps Agency, LLC's plan reported $3K in assets and 3 participants for 2024.

Original filing (PDF)20251229104649NAL0018718721001

Nicole Phelps Agency, LLC

Name: Nicole Phelps Agency, LLC — Nicole Phelps Agency, Form 5500 (2024)
Creator: Nicole Phelps Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nicole Phelps Agency, LLC MCF Benefit Plan

Health & welfare plan · Nicole Phelps Agency, LLC's Nicole Phelps Agency, LLC MCF Benefit Plan held $3K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$768

People on this filing

Becky Wekenborg signed Nicole Phelps Agency, LLC'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

Nicole Phelps Agency, LLC's EIN is 92-2995348.

EIN 92-2995348

Plan number 501

Plan year 2024

ACK ID 20251229104649NAL0018718721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nicole Phelps Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nicole Phelps Agency, LLC'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 NICOLE PHELPS AGENCY, LLC.

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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