How big is Bones Financial Management, LLC's plan?

Bones Financial Management, LLC's plan reported $228K in assets and 5 participants for 2024.

Original filing (PDF)20250915155703NAL0003313810001

Bones Financial Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Bones Financial Management, LLC 401(k) Plan

401(k) retirement plan · Bones Financial Management, LLC's Bones Financial Management, LLC 401(k) Plan held $228K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

Plan identifiers

Bones Financial Management, LLC's EIN is 83-0534703.

EIN 83-0534703

Plan number 001

Plan year 2024

ACK ID 20250915155703NAL0003313810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bones Financial Management, LLC's plan includes profit-sharing, 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 BONES FINANCIAL MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score