How big is Statler Financial Services, Inc.'s plan?

Statler Financial Services, Inc.'s plan reported $119K in assets and 3 participants for 2024.

Original filing (PDF)20250805160057NAL0001308643001

Statler Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Statler Financial Services, Inc. Profit Sharing / 401(k) Plan

401(k) retirement plan · Statler Financial Services, Inc.'s Statler Financial Services, Inc. Profit Sharing / 401(k) Plan held $119K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Phillip Statler signed Statler Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Phillip Statler — 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

Statler Financial Services, Inc.'s EIN is 59-3035963.

EIN 59-3035963

Plan number 001

Plan year 2024

ACK ID 20250805160057NAL0001308643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Statler Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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 (96th percentile).

Plan sponsor

Name

STATLER FINANCIAL SERVICES, INC.

EIN

all filings

Address

147 SOUTH RIDGEWOOD DRIVE · SEBRING, FL · 33870

Phone

(863) 382-0037

Industry

Finance & Insurance

Plan administrator