How big is Powell Financial Group's plan?

Powell Financial Group's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20251013124254NAL0001240145001

Powell Financial Group

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

Form 5500-SF

FILING_RECEIVED

Powell Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Powell Financial Group's Powell Financial Group 401(k) Profit Sharing Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Powell Financial Group's EIN is 77-0334706.

EIN 77-0334706

Plan number 002

Plan year 2024

ACK ID 20251013124254NAL0001240145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Powell Financial Group'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 POWELL FINANCIAL GROUP.

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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