Original filing (PDF)20250412141534NAL0013503139001

MICARI FINANCIAL GROUP, LLC

Name: MICARI FINANCIAL GROUP, LLC — MICARI FINANCIAL GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MICARI FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

MICARI FINANCIAL GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICARI FINANCIAL GROUP, LLC.

Plan sponsor

Name

MICARI FINANCIAL GROUP, LLC

EIN

27-2801225

Address

101 CHURCH AVENUE · P.O. BOX 1689 · BRISTOL, CT · 060111689

Phone

(860) 261-4746

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FOCUS ADVISORS, INC.

FOCUS ADVISORS, INC. 401(K) PROFIT SHARING PLAN

$1.2M · 6 participants

COLLINS OPERATING LLC

COLLINS OPERATING 401(K) PLAN

$1.2M · 24 participants

FORBES FINANCIAL PLANNING, INC.

FFP 401(K) PLAN

$1.2M · 4 participants

BULL SECURITIES, INC

BULL SECURITIES, INC. 401(K) PLAN

$1.2M · 2 participants

STEPHEN M. SCHAD

STEPHEN M. SCHAD 401(K) P/S PLAN

$1.2M · 2 participants