How big is Webb Financial Group LLC's plan?

Webb Financial Group LLC's plan reported $707K in assets and 21 participants for 2024.

Original filing (PDF)20250515111624NAL0019578705001

Webb Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Webb Financial Group LLC 401(k) P/S Plan

401(k) retirement plan · Webb Financial Group LLC's Webb Financial Group LLC 401(k) P/S Plan held $707K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

People on this filing

Jennifer E Riley signed Webb Financial Group LLC's 2024 Form 5500 as plan administrator.

Jennifer E Riley — 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

Webb Financial Group LLC's EIN is 30-0640847.

EIN 30-0640847

Plan number 001

Plan year 2024

ACK ID 20250515111624NAL0019578705001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Webb Financial Group LLC'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 WEBB FINANCIAL GROUP LLC.

Finding similar companies…

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