How big is Focus Wealth Planning Inc.'s plan?

Focus Wealth Planning Inc.'s plan reported $268K in assets and 3 participants for 2024.

Original filing (PDF)20250717160328NAL0000621601001

Focus Wealth Planning Inc.

Name: Focus Wealth Planning Inc. — Focus Financial, Form 5500 (2024)
Creator: Focus Wealth Planning Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus Financial Advisors 401(k) Plan

401(k) retirement plan · Focus Wealth Planning Inc.'s Focus Financial Advisors 401(k) Plan held $268K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

People on this filing

Marcus Bowie signed Focus Wealth Planning Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Focus Wealth Planning Inc.'s EIN is 83-0838150.

EIN 83-0838150

Plan number 001

Plan year 2024

ACK ID 20250717160328NAL0000621601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Focus Wealth Planning Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Focus Wealth Planning Inc.'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 FOCUS WEALTH PLANNING INC..

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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