How big is Streamline Financial Services' plan?

Streamline Financial Services' plan reported $594K in assets and 7 participants for 2024.

Original filing (PDF)20250617182309NAL0002006769001

Streamline Financial Services

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

Form 5500-SF

FILING_RECEIVED

Streamline Financial Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Streamline Financial Services' Streamline Financial Services 401(k) Profit Sharing Plan & Trust held $594K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

People on this filing

GUY Selinka signed Streamline Financial Services' 2024 Form 5500 as plan administrator.

GUY Selinka — 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

Streamline Financial Services' EIN is 81-4311894.

EIN 81-4311894

Plan number 001

Plan year 2024

ACK ID 20250617182309NAL0002006769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Streamline Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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