How big is Abbot Financial Management, Inc.'s plan?

Abbot Financial Management, Inc.'s plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20251031084530NAL0003617441001

Abbot Financial Management, Inc.

Name: Abbot Financial Management, Inc. — Abbot Financial, Form 5500 (2024)
Creator: Abbot Financial Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Abbot Financial Management Safe Harbor 401(k) Plan

401(k) retirement plan · Abbot Financial Management, Inc.'s Abbot Financial Management Safe Harbor 401(k) Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Abbot Financial Management, Inc.'s EIN is 04-2795076.

EIN 04-2795076

Plan number 001

Plan year 2024

ACK ID 20251031084530NAL0003617441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Abbot Financial Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Abbot Financial Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ABBOT FINANCIAL MANAGEMENT, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score