How big is SIDE by SIDE Financials, Inc.'s plan?

SIDE by SIDE Financials, Inc.'s plan reported $837K in assets and 10 participants for 2024.

Original filing (PDF)20250908125737NAL0041047298001

SIDE by SIDE Financials, Inc.

Name: SIDE by SIDE Financials, Inc. — SIDE by SIDE, Form 5500 (2024)
Creator: SIDE by SIDE Financials, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SIDE by SIDE Financials, Inc. 401(k) & Profit Sharing Plan

401(k) retirement plan · SIDE by SIDE Financials, Inc.'s SIDE by SIDE Financials, Inc. 401(k) & Profit Sharing Plan held $837K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

People on this filing

VU TRAN signed SIDE by SIDE Financials, Inc.'s 2024 Form 5500 as plan administrator.

VU TRAN — 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

SIDE by SIDE Financials, Inc.'s EIN is 27-3232902.

EIN 27-3232902

Plan number 001

Plan year 2024

ACK ID 20250908125737NAL0041047298001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SIDE by SIDE Financials, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SIDE by SIDE Financials, Inc.'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 SIDE BY SIDE FINANCIALS, INC.

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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