How big is Daniels Financial Group's plan?

Daniels Financial Group's plan reported $75 in assets and 2 participants for 2024.

Original filing (PDF)20250725120718NAL0014678562001

Daniels Financial Group

Name: Daniels Financial Group — Daniels Financial Group, Form 5500 (2024)
Creator: Daniels Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniels Financial Group OFB Benefit Plan

Health & welfare plan · Daniels Financial Group's Daniels Financial Group OFB Benefit Plan held $75 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$75

Net assets (EOY)

$31

People on this filing

Trevor Kirkpatrick signed Daniels Financial Group's 2024 Form 5500 as plan administrator.

Trevor Kirkpatrick — 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

Daniels Financial Group's EIN is 06-1665565.

EIN 06-1665565

Plan number 501

Plan year 2024

ACK ID 20250725120718NAL0014678562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniels Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniels Financial Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score