How big is Tonkinson Financial, Inc.'s plan?

Tonkinson Financial, Inc.'s plan reported $5.4M in assets and 7 participants for 2024.

Original filing (PDF)20250924143513NAL0007679457001

Tonkinson Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Rick Tonkinson & Associates 401(k) Plan

401(k) retirement plan · Tonkinson Financial, Inc.'s Rick Tonkinson & Associates 401(k) Plan held $5.4M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Tonkinson Financial, Inc.'s EIN is 32-0138238.

EIN 32-0138238

Plan number 002

Plan year 2024

ACK ID 20250924143513NAL0007679457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tonkinson Financial, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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