How big is United Financial Group's plan?

United Financial Group's plan reported $331 in assets and 2 participants for 2025.

Original filing (PDF)20260506220844NAL0002427089012

United Financial Group

Name: United Financial Group — United Financial Group, Form 5500 (2025)
Creator: United Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Financial Group 401(k) Plan

401(k) retirement plan · United Financial Group's United Financial Group 401(k) Plan held $331 in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$331

Net assets (EOY)

$331

Plan identifiers

United Financial Group's EIN is 33-0692307.

EIN 33-0692307

Plan number 001

Plan year 2025

ACK ID 20260506220844NAL0002427089012

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for United Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

United Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off