Original filing (PDF)20250924115832NAL0017021986001

FOUNDATION FINANCIAL HOLDINGS INC.

Name: FOUNDATION FINANCIAL HOLDINGS INC. — FOUNDATION FINANCIAL HOLDINGS INC. 401(K) PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: FOUNDATION FINANCIAL HOLDINGS INC.

Form 5500-SF

FILING_RECEIVED

FOUNDATION FINANCIAL HOLDINGS INC. 401(K) PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATION FINANCIAL HOLDINGS INC..

Plan sponsor

Name

FOUNDATION FINANCIAL HOLDINGS INC.

EIN

62-1237453

Address

P.O. BOX 220 · MCKENZIE, TN · 38201

Phone

(731) 642-8958

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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