Original filing (PDF)20230131102640NAL0013020675001

SFG Wealth Planning Services, Inc.

Name: SFG Wealth Planning Services, Inc. — SFG Wealth, Form 5500 (2022)
Creator: SFG Wealth Planning Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFG Wealth Planning Services, Inc. 401(k) Plan

401(k) retirement plan · SFG Wealth Planning Services, Inc.'s SFG Wealth Planning Services, Inc. 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

SFG Wealth Planning Services, Inc.'s EIN is 23-2749222.

EIN 23-2749222

Plan number 001

Plan year 2022

ACK ID 20230131102640NAL0013020675001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for SFG Wealth Planning Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

SFG Wealth Planning Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SFG WEALTH PLANNING SERVICES, INC..

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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