How big is McPherson Financial Group LLC's plan?

McPherson Financial Group LLC's plan reported $390K in assets and 7 participants for 2023.

Original filing (PDF)20241015123106NAL0056140146001

McPherson Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

McPherson Financial Group 401(k) Plan

401(k) retirement plan · McPherson Financial Group LLC's McPherson Financial Group 401(k) Plan held $390K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$390K

Net assets (EOY)

$390K

People on this filing

Arthur McPherson signed McPherson Financial Group LLC's 2023 Form 5500 as plan administrator.

Arthur McPherson — 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

McPherson Financial Group LLC's EIN is 32-0310766.

EIN 32-0310766

Plan number 001

Plan year 2023

ACK ID 20241015123106NAL0056140146001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

McPherson 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 MCPHERSON FINANCIAL GROUP LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score