How big is Plumtree Financial, Inc.'s plan?

Plumtree Financial, Inc.'s plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250902120751NAL0014377105001

Plumtree Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Plumtree Financial, Inc. 401(k) Plan

401(k) retirement plan · Plumtree Financial, Inc.'s Plumtree Financial, Inc. 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Plumtree Financial, Inc.'s EIN is 46-4881072.

EIN 46-4881072

Plan number 001

Plan year 2024

ACK ID 20250902120751NAL0014377105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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