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

Area Financial Services, Inc.'s plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20251015034549NAL0005192960001

Area Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Area Financial Services, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Area Financial Services, Inc.'s Area Financial Services, Inc. Profit Sharing 401(k) Plan held $3.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Area Financial Services, Inc.'s EIN is 77-0471503.

EIN 77-0471503

Plan number 001

Plan year 2024

ACK ID 20251015034549NAL0005192960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Area Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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