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

Butson Financial Advisors, LLC's plan reported $598K in assets and 5 participants for 2025.

Original filing (PDF)20260406094514NAL0007455072001

Butson Financial Advisors, LLC

Name: Butson Financial Advisors, LLC — Butson Cash Balance, Form 5500 (2025)
Creator: Butson Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Butson Cash Balance Plan

Defined-benefit pension plan · Butson Financial Advisors, LLC's Butson Cash Balance Plan held $598K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

Plan identifiers

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

EIN 81-4201558

Plan number 002

Plan year 2025

ACK ID 20260406094514NAL0007455072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Butson Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Butson Financial Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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