How big is Financial Training Inc.'s plan?

Financial Training Inc.'s plan reported $2.0M in assets and 8 participants for 2024.

Original filing (PDF)20250520113955NAL0001888339001

Financial Training Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Training Inc. 401(k) Plan

401(k) retirement plan · Financial Training Inc.'s Financial Training Inc. 401(k) Plan held $2.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

YAQI LI signed Financial Training Inc.'s 2024 Form 5500 as plan administrator.

YAQI LI — 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

Financial Training Inc.'s EIN is 45-2613149.

EIN 45-2613149

Plan number 001

Plan year 2024

ACK ID 20250520113955NAL0001888339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

FINANCIAL TRAINING INC.

EIN

all filings

Address

9801 WASHINGTONIAN BLVD · SUITE 700 · GAITHERSBURG, MD · 20878

Phone

(240) 428-1977

Industry

Finance & Insurance

Plan administrator