How big is Stephen NG Financial Group LLC's plan?

Stephen NG Financial Group LLC's plan reported $2.4M in assets and 7 participants for 2024.

Original filing (PDF)20251015145729NAL0009890178001

Stephen NG Financial Group LLC

Name: Stephen NG Financial Group LLC — Stephen NG 401(k), Form 5500 (2024)
Creator: Stephen NG Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen NG 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen NG Financial Group LLC's Stephen NG 401(k) Profit Sharing Plan held $2.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Stephen NG signed Stephen NG Financial Group LLC's 2024 Form 5500 as plan administrator.

Stephen NG — 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

Stephen NG Financial Group LLC's EIN is 20-3885577.

EIN 20-3885577

Plan number 001

Plan year 2024

ACK ID 20251015145729NAL0009890178001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN NG 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score