How big is Makris Financial Group's plan?

Makris Financial Group's plan reported $16K in assets and 4 participants for 2024.

Original filing (PDF)20251126140850NAL0009503778001

Makris Financial Group

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

Form 5500-SF

FILING_RECEIVED

Makris Financial Group SOCA Benefit Plan

Health & welfare plan · Makris Financial Group's Makris Financial Group SOCA Benefit Plan held $16K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

People on this filing

Matt Appenzeller signed Makris Financial Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Makris Financial Group's EIN is 31-1509031.

EIN 31-1509031

Plan number 501

Plan year 2024

ACK ID 20251126140850NAL0009503778001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Makris Financial Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score