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

Tupler Financial, Inc.'s plan reported $5.5M in assets and 11 participants for 2024.

Original filing (PDF)20251005080109NAL0004527088001

Tupler Financial, Inc.

Name: Tupler Financial, Inc. — Tupler Financial 401(k), Form 5500 (2024)
Creator: Tupler Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tupler Financial 401(k) Savings Plan

401(k) retirement plan · Tupler Financial, Inc.'s Tupler Financial 401(k) Savings Plan held $5.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Andrew Tupler signed Tupler Financial, Inc.'s 2024 Form 5500 as plan administrator.

Andrew Tupler — 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

Tupler Financial, Inc.'s EIN is 81-1396804.

EIN 81-1396804

Plan number 001

Plan year 2024

ACK ID 20251005080109NAL0004527088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tupler Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TUPLER 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score