How big is Finlotax Inc.'s plan?

Finlotax Inc.'s plan reported $142K in assets and 3 participants for 2024.

Original filing (PDF)20250626103403NAL0020623378001

Finlotax Inc.

Name: Finlotax Inc. — Finlotax Inc. 401(k) Plan, Form 5500 (2024)
Creator: Finlotax Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finlotax Inc. 401(k) Plan

401(k) retirement plan · Finlotax Inc.'s Finlotax Inc. 401(k) Plan held $142K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan identifiers

Finlotax Inc.'s EIN is 36-5015368.

EIN 36-5015368

Plan number 001

Plan year 2024

ACK ID 20250626103403NAL0020623378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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