· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PATRICK A. FUNKE, SOLE PROPRIETOR — PATRICK A. FUNKE PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001190128NAL0013595441001
PATRICK A. FUNKE, SOLE PROPRIETOR
Form 5500-SF
FILING_RECEIVED
PATRICK A. FUNKE PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATRICK A. FUNKE, SOLE PROPRIETOR
.
Find decision makers
Plan sponsor
Name
PATRICK A. FUNKE, SOLE PROPRIETOR
EIN
26-0079902
Address
7720 N. 16TH ST., STE. 430 · PHOENIX, AZ · 85020
Phone
(602) 274-4015
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
ANDREWS ADVISORY ASSOCIATES, LLC
ANDREWS ADVISORY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$1.0M · 6 participants
TRANSPACIFIC GROUP LLC
TRANSPACIFIC GROUP LLC PROFIT SHARING PLAN
$1.0M · 5 participants
ALBITZ/MILOE & ASSOCIATES, INC.
ALBITZ/MILOE & ASSOCIATES, INC. CASH BALANCE PLAN
$1.0M · 6 participants
POWERS BENEFITS CORP
POWERS BENEFITS CORP 401K PROFIT SHARING PLAN
$1.0M · 2 participants
SIMS & KARR FINANCIAL SOLUTIONS
SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$995K · 6 participants
AMERICAS EXECUTIONS LLC
AMERICAS EXECUTIONS LLC 401(K) PLAN
$1.0M · 45 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
