Cheney Financial Services INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cheney Financial Services INC
  • Sponsor EIN: 870350356
  • Sponsor Address: PO BOX 63, KAYSVILLE, UT, 84037
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $13.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$13.8M$156,462$0
20233$12.6M$142,008$0
20222$11.5M$132,008$0

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