How big is Consolidated Financial's plan?

Consolidated Financial's plan reported $1.0M in assets and 10 participants for 2024.

Original filing (PDF)20250930110517NAL0005454499001

Consolidated Financial

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

Form 5500-SF

FILING_RECEIVED

Consolidated Financial 401(k) Plan

401(k) retirement plan · Consolidated Financial's Consolidated Financial 401(k) Plan held $1.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Thomas a Maxey signed Consolidated Financial's 2024 Form 5500 as plan administrator.

Thomas a Maxey — 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

Consolidated Financial's EIN is 36-3383108.

EIN 36-3383108

Plan number 001

Plan year 2024

ACK ID 20250930110517NAL0005454499001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Consolidated Financial'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 CONSOLIDATED FINANCIAL.

Finding similar companies…

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