Original filing (PDF)20260311160537NAL0005496288001

FINNEY COMPANY, INC.

Name: FINNEY COMPANY, INC. — FINNEY COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FINNEY COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

FINNEY COMPANY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

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 average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FINNEY COMPANY, INC.

EIN

61-0736610

Address

1132 FINNEY DRIVE · LEXINGTON, KY · 40511

Phone

(859) 253-0659

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-11

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

EDI LANDSCAPE, LLC

EDI LANDSCAPE, LLC 401(K) P/S PLAN

$939K · 6 participants

SOUTHERN DEMOLITION, LLC

SOUTHERN DEMOLITION 401(K) PLAN

$938K · 8 participants

HAWORTH INC.

HAWORTH, INC. RETIREMENT PLAN

$938K · 22 participants

J. CALVIN WOOD, JR., INC.

J. CALVIN WOOD, JR., INC. 401(K) PROFIT SHARING PLAN & TRUST

$938K · 23 participants

ALOHA ISLAND CABLE DBA CABLEMASTERS

ALOHA ISLAND CABLE DBA CABLEMASTERS RETIREMENT SAVINGS PLAN

$938K · 15 participants