How big is The Finance Store's plan?

The Finance Store's plan reported $145K in assets and 15 participants for 2023.

Original filing (PDF)20240529083919NAL0024250402001

The Finance Store

Name: The Finance Store — The Finance Store, Inc., Form 5500 (2023)
Creator: The Finance Store
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Finance Store, Inc.

401(k) retirement plan · The Finance Store's The Finance Store, Inc. held $145K in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

People on this filing

Todd Petticoffer signed The Finance Store's 2023 Form 5500 as plan administrator.

Todd Petticoffer — 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

The Finance Store's EIN is 23-3029245.

EIN 23-3029245

Plan number 001

Plan year 2023

ACK ID 20240529083919NAL0024250402001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

The Finance Store'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 THE FINANCE STORE.

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Plan health score

Above-average plan

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

Knocking points off