How big is PNW CFO Consulting LLC's plan?

PNW CFO Consulting LLC's plan reported $22K in assets and 1 participants for 2024.

Original filing (PDF)20250718151212NAL0002872096001

PNW CFO Consulting LLC

Name: PNW CFO Consulting LLC — PNW CFO Consulting 401(k), Form 5500 (2024)
Creator: PNW CFO Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PNW CFO Consulting 401(k) Plan

401(k) retirement plan · PNW CFO Consulting LLC's PNW CFO Consulting 401(k) Plan held $22K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Shirley Horner signed PNW CFO Consulting LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

PNW CFO Consulting LLC's EIN is 88-1063090.

EIN 88-1063090

Plan number 001

Plan year 2024

ACK ID 20250718151212NAL0002872096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PNW CFO Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PNW CFO Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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