How big is SFK Financial Services Inc.'s plan?

SFK Financial Services Inc.'s plan reported $240K in assets and 1 participants for 2025.

Original filing (PDF)20260303103900NAL0003139744001

SFK Financial Services Inc.

Name: SFK Financial Services Inc. — SFK Financial Services, Form 5500 (2025)
Creator: SFK Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFK Financial Services Profit Sharing Plan

Defined-contribution retirement plan · SFK Financial Services Inc.'s SFK Financial Services Profit Sharing Plan held $240K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

Steve Keeling signed SFK Financial Services Inc.'s 2025 Form 5500 as plan administrator.

Steve Keeling — 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

SFK Financial Services Inc.'s EIN is 86-0688420.

EIN 86-0688420

Plan number 001

Plan year 2025

ACK ID 20260303103900NAL0003139744001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SFK Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SFK Financial Services Inc.'s plan includes profit-sharing.

Decision-maker contacts

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