Finley 401k — Form 5500 plan (Finley & Finley Corp.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Finley 401k is a benefit plan reported by Finley & Finley Corp. under EIN 85-2145093 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $258,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Finley & Finley Corp.
- EIN
- 85-2145093
- Plan number
- 001
- Plan type
- 2
- Location
- West Monroe, LA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $258,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20260209141037NAL0001735907001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $258,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $258,468
- Net assets (BOY)
- $118,761
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $139,707
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $139,707
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.