How big is Eliason Financial's plan?

Eliason Financial's plan reported $426K in assets and 9 participants for 2023.

Original filing (PDF)20240716145027NAL0006826498001

Eliason Financial

Name: Eliason Financial — Eliason Financial Associates, Form 5500 (2023)
Creator: Eliason Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eliason Financial Associates 401(k)

401(k) retirement plan · Eliason Financial's Eliason Financial Associates 401(k) held $426K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

People on this filing

Peter Eliason signed Eliason Financial's 2023 Form 5500 as plan administrator.

Peter Eliason — 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

Eliason Financial's EIN is 88-0704477.

EIN 88-0704477

Plan number 001

Plan year 2023

ACK ID 20240716145027NAL0006826498001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Eliason Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Eliason Financial's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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