How big is Phone2action, Inc.'s plan?

Phone2action, Inc.'s plan reported $1.4M in assets for 2024.

Original filing (PDF)20250607100729NAL0022594592001

Phone2action, Inc.

Name: Phone2action, Inc. — Phone2action, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Phone2action, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phone2action, Inc. 401(k) Plan

401(k) retirement plan · Phone2action, Inc.'s Phone2action, Inc. 401(k) Plan reported $1.4M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kelsey Goldrainer signed Phone2action, Inc.'s 2024 Form 5500 as plan administrator.

Kelsey Goldrainer — 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

Phone2action, Inc.'s EIN is 46-1004639.

EIN 46-1004639

Plan number 001

Plan year 2024

ACK ID 20250607100729NAL0022594592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phone2action, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phone2action, Inc.'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 PHONE2ACTION, 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