Finley & Finley Corp. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Finley & Finley Corp.
  • Sponsor EIN: 852145093
  • Sponsor Address: 2635 RED CUT LOOP ROAD, WEST MONROE, LA, 71292
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $258,468

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$258,468$0$0
20231$258,468$0$0
20221$118,761$0$0

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