Finley Realty Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Finley Realty Inc (EIN 56-0958109) is a plan sponsor located in Raleigh, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0958109
Location
Raleigh, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Finley Realty Inc

  • 1 loaded plans hold $281 in reported assets.
  • The largest, Finley Realty Inc 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$281Summed across loaded plans
Total reported assets$281
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$281 total assets
Net assets$281Liabilities$0
Contributions & income
Employer contributions$100
Participant contributions$150
Total income / additions$281
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$281

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Finley Realty Inc 401(K) Profit Sharing Plan & Trust
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Finley Realty Inc. Open one for its full reported snapshot.

  1. 2023
    Finley Realty Inc 401(K) Profit Sharing Plan & Trust1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Finley Realty Inc report on Form 5500?
Finley Realty Inc (EIN 56-0958109) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Finley Realty Inc?
The Employer Identification Number (EIN) reported for Finley Realty Inc is 56-0958109.
What is the latest Form 5500 filing year for Finley Realty Inc?
The latest loaded Form 5500 filing year for Finley Realty Inc is 2023.

Related Form 5500 pages