How big is Heaton Financial, PC's plan?

Heaton Financial, PC's plan reported $831K in assets and 3 participants for 2024.

Original filing (PDF)20250417181211NAL0002342208001

Heaton Financial, PC

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

Form 5500-SF

FILING_RECEIVED

Heaton Financial PC Retirement Plan

401(k) retirement plan · Heaton Financial, PC's Heaton Financial PC Retirement Plan held $831K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

People on this filing

Kimber Heaton signed Heaton Financial, PC's 2024 Form 5500 as plan administrator.

Kimber Heaton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heaton Financial, PC's EIN is 20-2776738.

EIN 20-2776738

Plan number 001

Plan year 2024

ACK ID 20250417181211NAL0002342208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heaton Financial, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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