How big is Powell Financial's plan?

Powell Financial's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250212102603NAL0040661394001

Powell Financial

Name: Powell Financial — Powell Financial 401(k) Plan, Form 5500 (2024)
Creator: Powell Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Powell Financial 401(k) Plan

401(k) retirement plan · Powell Financial's Powell Financial 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

David L. Powell signed Powell Financial's 2024 Form 5500 as plan administrator.

David L. Powell — 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

Powell Financial's EIN is 26-1244209.

EIN 26-1244209

Plan number 001

Plan year 2024

ACK ID 20250212102603NAL0040661394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Powell Financial'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 POWELL FINANCIAL.

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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