How big is Financial Dynamics, Inc.'s plan?

Financial Dynamics, Inc.'s plan reported $616K in assets and 3 participants for 2024.

Original filing (PDF)20250718173303NAL0002178609001

Financial Dynamics, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Dynamics, Inc. Pension Plan

Defined-benefit pension plan · Financial Dynamics, Inc.'s Financial Dynamics, Inc. Pension Plan held $616K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

Plan identifiers

Financial Dynamics, Inc.'s EIN is 71-0955448.

EIN 71-0955448

Plan number 002

Plan year 2024

ACK ID 20250718173303NAL0002178609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Dynamics, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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