How big is Gunness Financial Services, LLC's plan?

Gunness Financial Services, LLC's plan reported $791K in assets and 4 participants for 2024.

Original filing (PDF)20250529153635NAL0004907955001

Gunness Financial Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Gunness Financial Services, LLC 401(k) Plan

401(k) retirement plan · Gunness Financial Services, LLC's Gunness Financial Services, LLC 401(k) Plan held $791K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$791K

Net assets (EOY)

$791K

Plan identifiers

Gunness Financial Services, LLC's EIN is 83-2862249.

EIN 83-2862249

Plan number 001

Plan year 2024

ACK ID 20250529153635NAL0004907955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gunness Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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