How big is Widmann Financial Services, Inc.'s plan?

Widmann Financial Services, Inc.'s plan reported $2.3M in assets and 12 participants for 2024.

Original filing (PDF)20250712051514NAL0006796033001

Widmann Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Widmann Financial Services, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Widmann Financial Services, Inc.'s Widmann Financial Services, Inc. Cash Balance Pension Plan held $2.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Widmann Financial Services, Inc.'s EIN is 20-2524951.

EIN 20-2524951

Plan number 002

Plan year 2024

ACK ID 20250712051514NAL0006796033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Widmann Financial Services, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WIDMANN FINANCIAL SERVICES, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score