Original filing (PDF)20251204173808NAL0005114018001

Steffey & Findlay, Inc.

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

Form 5500-SF

FILING_RECEIVED

Steffey & Findlay, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Steffey & Findlay, Inc.'s Steffey & Findlay, Inc. Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Philip Adams signed Steffey & Findlay, Inc.'s 2024 Form 5500 as plan administrator.

Philip Adams — 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

Steffey & Findlay, Inc.'s EIN is 52-0497590.

EIN 52-0497590

Plan number 002

Plan year 2024

ACK ID 20251204173808NAL0005114018001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Steffey & Findlay, Inc.'s plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEFFEY & FINDLAY, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score