How big is Butson Financial Advisors, LLC's plan?

Butson Financial Advisors, LLC's plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20250624175203NAL0010690928001

Butson Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Butson 401(k) Profit Sharing Plan

401(k) retirement plan · Butson Financial Advisors, LLC's Butson 401(k) Profit Sharing Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Butson Financial Advisors, LLC's EIN is 81-4201558.

EIN 81-4201558

Plan number 001

Plan year 2024

ACK ID 20250624175203NAL0010690928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Butson Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUTSON FINANCIAL ADVISORS, LLC.

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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