How big is PK Financial Group's plan?

PK Financial Group's plan reported $3K in assets and 2 participants for 2024.

Original filing (PDF)20251126140802NAL0004734417001

PK Financial Group

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

Form 5500-SF

FILING_RECEIVED

PK Financial Group SOCA Benefit Plan

Health & welfare plan · PK Financial Group's PK Financial Group SOCA Benefit Plan held $3K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$969

People on this filing

Matt Appenzeller signed PK 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

PK Financial Group's EIN is 34-1957830.

EIN 34-1957830

Plan number 501

Plan year 2024

ACK ID 20251126140802NAL0004734417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PK 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 PK 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