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

Spinnaker Financial, Inc.'s plan reported $359K in assets and 2 participants for 2024.

Original filing (PDF)20250531105122NAL0015826656001

Spinnaker Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Spinnaker Financial Defined Benefit Plan

Defined-benefit pension plan · Spinnaker Financial, Inc.'s Spinnaker Financial Defined Benefit Plan held $359K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

People on this filing

Robert Brindley signed Spinnaker Financial, Inc.'s 2024 Form 5500 as plan administrator.

Robert Brindley — 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

Spinnaker Financial, Inc.'s EIN is 76-0654306.

EIN 76-0654306

Plan number 002

Plan year 2024

ACK ID 20250531105122NAL0015826656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spinnaker Financial, 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 SPINNAKER FINANCIAL, 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