How big is Safe Harbor Financial Group Inc.'s plan?

Safe Harbor Financial Group Inc.'s plan reported $64K in assets and 2 participants for 2024.

Original filing (PDF)20250909064515NAL0033683712001

Safe Harbor Financial Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Safe Harbor Financial Group Inc., 401(k) Plan

401(k) retirement plan · Safe Harbor Financial Group Inc.'s Safe Harbor Financial Group Inc., 401(k) Plan held $64K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

R. Joe Thurmond signed Safe Harbor Financial Group Inc.'s 2024 Form 5500 as plan administrator.

R. Joe Thurmond — 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

Safe Harbor Financial Group Inc.'s EIN is 26-3902918.

EIN 26-3902918

Plan number 001

Plan year 2024

ACK ID 20250909064515NAL0033683712001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Harbor Financial Group Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off