How big is Park Square Financial Group, LLC's plan?

Park Square Financial Group, LLC's plan reported $392K in assets and 5 participants for 2024.

Original filing (PDF)20250721100231NAL0003346994002

Park Square Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Park Square 401(k) Plan

401(k) retirement plan · Park Square Financial Group, LLC's Park Square 401(k) Plan held $392K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

People on this filing

Don Ruffin signed Park Square Financial Group, LLC's 2024 Form 5500 as plan administrator.

Don Ruffin — 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

Park Square Financial Group, LLC's EIN is 27-0391073.

EIN 27-0391073

Plan number 001

Plan year 2024

ACK ID 20250721100231NAL0003346994002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Park Square 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 PARK SQUARE 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