How big is Financial Achievement Services Inc.'s plan?

Financial Achievement Services Inc.'s plan reported $45K in assets and 8 participants for 2024.

Original filing (PDF)20251126140642NAL0007096272001

Financial Achievement Services Inc.

Name: Financial Achievement Services Inc. — Financial, Form 5500 (2024)
Creator: Financial Achievement Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Achievement Services Inc. SOCA Benefit Plan

Health & welfare plan · Financial Achievement Services Inc.'s Financial Achievement Services Inc. SOCA Benefit Plan held $45K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$45K

Net assets (EOY)

$16K

People on this filing

Matt Appenzeller signed Financial Achievement Services Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Financial Achievement Services Inc.'s EIN is 31-1257937.

EIN 31-1257937

Plan number 501

Plan year 2024

ACK ID 20251126140642NAL0007096272001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Achievement Services Inc.'s plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score