Original filing (PDF)20251010131751NAL0004278755001

Heimlich Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Heimlich Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Heimlich Financial Group, LLC's Heimlich Financial Group, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jorge Heimlich signed Heimlich Financial Group, LLC's 2024 Form 5500 as plan administrator.

Jorge Heimlich — 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

Heimlich Financial Group, LLC's EIN is 20-1521478.

EIN 20-1521478

Plan number 001

Plan year 2024

ACK ID 20251010131751NAL0004278755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heimlich Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEIMLICH FINANCIAL GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score