How big is Financial Management Software, Inc.'s plan?

Financial Management Software, Inc.'s plan reported $91K in assets for 2025.

Original filing (PDF)20260505220624NAL0001336801016

Financial Management Software, Inc.

Name: Financial Management Software, Inc. — Financial, Form 5500 (2025)
Creator: Financial Management Software, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Management Software 401(k) Plan

401(k) retirement plan · Financial Management Software, Inc.'s Financial Management Software 401(k) Plan reported $91K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

Plan identifiers

Financial Management Software, Inc.'s EIN is 33-2486186.

EIN 33-2486186

Plan number 001

Plan year 2025

ACK ID 20260505220624NAL0001336801016

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Management Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Management Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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