How big is Local Finance's plan?

Local Finance's plan reported $7K in assets and 3 participants for 2024.

Original filing (PDF)20250926104957NAL0009312161001

Local Finance

Name: Local Finance — Local Finance WHAT Benefit Plan, Form 5500 (2024)
Creator: Local Finance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Local Finance WHAT Benefit Plan

Health & welfare plan · Local Finance's Local Finance WHAT Benefit Plan held $7K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$5K

People on this filing

Kenneth Penn signed Local Finance's 2024 Form 5500 as plan administrator.

Kenneth Penn — 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

Local Finance's EIN is 33-1036289.

EIN 33-1036289

Plan number 501

Plan year 2024

ACK ID 20250926104957NAL0009312161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Local Finance'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 LOCAL FINANCE.

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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