How big is Bohannon Financial, LLC's plan?

Bohannon Financial, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250721114358NAL0000638339001

Bohannon Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Bohannon Financial 401(k) Plan

401(k) retirement plan · Bohannon Financial, LLC's Bohannon Financial 401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Allan Bohannon signed Bohannon Financial, LLC's 2024 Form 5500 as plan administrator.

Allan Bohannon — 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

Bohannon Financial, LLC's EIN is 82-3332237.

EIN 82-3332237

Plan number 001

Plan year 2024

ACK ID 20250721114358NAL0000638339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bohannon Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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