How big is Van Pearcy Financial Services' plan?

Van Pearcy Financial Services' plan reported $4.4M in assets and 13 participants for 2024.

Original filing (PDF)20250730091552NAL0009776114001

Van Pearcy Financial Services

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

Form 5500-SF

FILING_RECEIVED

Van Pearcy Financial Services 401(k) Plan

401(k) retirement plan · Van Pearcy Financial Services' Van Pearcy Financial Services 401(k) Plan held $4.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Van Pearcy Financial Services' EIN is 74-3014987.

EIN 74-3014987

Plan number 002

Plan year 2024

ACK ID 20250730091552NAL0009776114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Van Pearcy Financial Services' 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 VAN PEARCY FINANCIAL SERVICES.

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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