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

Combined Financial Services, Inc.'s plan reported $303K in assets and 13 participants for 2024.

Original filing (PDF)20250717153625NAL0000563201001

Combined Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Complete Payroll Services 401(k) Plan

401(k) retirement plan · Combined Financial Services, Inc.'s Complete Payroll Services 401(k) Plan held $303K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

People on this filing

Marcus Bowie signed Combined Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Combined Financial Services, Inc.'s EIN is 71-0845299.

EIN 71-0845299

Plan number 001

Plan year 2024

ACK ID 20250717153625NAL0000563201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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