Original filing (PDF)20240115084111NAL0007211360001

Everhart Financial Group, Inc.

Name: Everhart Financial Group, Inc. — Everhart Financial, Form 5500 (2023)
Creator: Everhart Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everhart Financial Group, Inc. Cash Balance Plan

Defined-benefit pension plan · Everhart Financial Group, Inc.'s Everhart Financial Group, Inc. Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Anthony Warren signed Everhart Financial Group, Inc.'s 2023 Form 5500 as plan administrator.

Anthony Warren — 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

Everhart Financial Group, Inc.'s EIN is 31-1440043.

EIN 31-1440043

Plan number 002

Plan year 2023

ACK ID 20240115084111NAL0007211360001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Everhart Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Everhart Financial Group, Inc.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off