How big is Focus 3's plan?

Focus 3's plan reported $2.1M in assets and 10 participants for 2023.

Original filing (PDF)20240430152008NAL0024406674001

Focus 3

Name: Focus 3 — Focus 3 401(k) Profit Sharing Plan, Form 5500 (2023)
Creator: Focus 3
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus 3 401(k) Profit Sharing Plan

401(k) retirement plan · Focus 3's Focus 3 401(k) Profit Sharing Plan held $2.1M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Anthony Warren signed Focus 3's 2023 Form 5500 as plan administrator.

Anthony Warren — 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

Focus 3's EIN is 20-3819421.

EIN 20-3819421

Plan number 001

Plan year 2023

ACK ID 20240430152008NAL0024406674001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Focus 3 from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Focus 3's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOCUS 3.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FOCUS 3

EIN

all filings

Address

240 S STATE ST. · WESTERVILLE, OH · 43081

Phone

(614) 595-2040

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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