Original filing (PDF)20240913140028NAL0011753089001

FINANCIAL SOLUTIONS GROUP LLC

Name: FINANCIAL SOLUTIONS GROUP LLC — FINANCIAL SOLUTIONS GROUP LLC 401(K) PLAN, Form 5500 (2023)
Creator: FINANCIAL SOLUTIONS GROUP LLC

Form 5500-SF

FILING_RECEIVED

FINANCIAL SOLUTIONS GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$128K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FINANCIAL SOLUTIONS GROUP LLC

EIN

20-1229687

Address

2078 RICHMOND AVENUE · STATEN ISLAND, NY · 10314

Phone

(718) 698-1000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

INTERNATIONAL ASSOCIATION OF ELECTRICAL INSP

INTERNATIONAL ASSOCIATION OF ELECTRICAL INSPECTORS

$131K · 6 participants

TECHSTONE TECHNOLOGY PARTNERS LLC

TECHSTONE TECHNOLOGY PARTNERS LLC 401K PLAN

$131K · 2 participants

TWO OCEAN TRUST

TWO OCEAN TRUST 401(K) PROFIT SHARING PLAN & TRUST

$131K · 9 participants

EYEMETRIC SECURITY SYSTEMS LLC

EYEMETRIC SECURITY SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST

$131K · 5 participants

ARG SENIOR CARE, LLC