How big is Veney Financial Group's plan?

Veney Financial Group's plan reported $44K in assets and 3 participants for 2024.

Original filing (PDF)20250721144728NAL0002082976001

Veney Financial Group

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

Form 5500-SF

FILING_RECEIVED

Veney Financial Group 401(k) P/S Plan

401(k) retirement plan · Veney Financial Group's Veney Financial Group 401(k) P/S Plan held $44K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Patricia Elaine Veney signed Veney Financial Group's 2024 Form 5500 as plan administrator.

Patricia Elaine Veney — 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

Veney Financial Group's EIN is 26-4300761.

EIN 26-4300761

Plan number 001

Plan year 2024

ACK ID 20250721144728NAL0002082976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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