How big is Mares Financial Planning's plan?

Mares Financial Planning's plan reported $768K in assets and 6 participants for 2025.

Original filing (PDF)20260216103635NAL0004957745001

Mares Financial Planning

Name: Mares Financial Planning — Mares Financial Planning, Form 5500 (2025)
Creator: Mares Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mares Financial Planning 401(k) Profit Sharing Plan

401(k) retirement plan · Mares Financial Planning's Mares Financial Planning 401(k) Profit Sharing Plan held $768K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

People on this filing

CARY Mares signed Mares Financial Planning's 2025 Form 5500 as plan administrator.

CARY Mares — 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

Mares Financial Planning's EIN is 20-3971364.

EIN 20-3971364

Plan number 002

Plan year 2025

ACK ID 20260216103635NAL0004957745001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mares Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mares Financial Planning'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 MARES FINANCIAL PLANNING.

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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