How big is Professional Equities, Inc.'s plan?

Professional Equities, Inc.'s plan reported $5.6M in assets and 4 participants for 2024.

Original filing (PDF)20250723131131NAL0002041875001

Professional Equities, Inc.

Name: Professional Equities, Inc. — Professional Equities, Form 5500 (2024)
Creator: Professional Equities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Equities, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Professional Equities, Inc.'s Professional Equities, Inc. Profit Sharing Plan held $5.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Professional Equities, Inc.'s EIN is 95-2919829.

EIN 95-2919829

Plan number 003

Plan year 2024

ACK ID 20250723131131NAL0002041875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Professional Equities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Equities, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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