How big is Penney Financial's plan?

Penney Financial's plan reported $694K in assets and 5 participants for 2025.

Original filing (PDF)20260422221036NAL0008864210062

Penney Financial

Name: Penney Financial — Penney Financial 401(k) Plan, Form 5500 (2025)
Creator: Penney Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penney Financial 401(k) Plan

401(k) retirement plan · Penney Financial's Penney Financial 401(k) Plan held $694K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$694K

Net assets (EOY)

$694K

People on this filing

Elantha Barry signed Penney Financial's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Penney Financial's EIN is 47-5246323.

EIN 47-5246323

Plan number 001

Plan year 2025

ACK ID 20260422221036NAL0008864210062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Penney Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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