How big is Himelick Financial Group's plan?

Himelick Financial Group's plan reported $2.3M in assets and 9 participants for 2024.

Original filing (PDF)20250819150343NAL0004076768001

Himelick Financial Group

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

Form 5500-SF

FILING_RECEIVED

Himelick Financial Group Cash Balance Plan

Defined-benefit pension plan · Himelick Financial Group's Himelick Financial Group Cash Balance Plan held $2.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Himelick Financial Group's EIN is 27-1919211.

EIN 27-1919211

Plan number 001

Plan year 2024

ACK ID 20250819150343NAL0004076768001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Himelick Financial Group's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HIMELICK FINANCIAL GROUP.

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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