How big is Warner Financial, Inc.'s plan?

Warner Financial, Inc.'s plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20250923123953NAL0002556019001

Warner Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Warner Financial, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Warner Financial, Inc.'s Warner Financial, Inc. 401(k) Profit Sharing Plan and Trust held $3.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Warner Financial, Inc.'s EIN is 20-2676231.

EIN 20-2676231

Plan number 001

Plan year 2024

ACK ID 20250923123953NAL0002556019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Warner Financial, 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 WARNER FINANCIAL, 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