How big is Financial Resources Group, Inc.'s plan?

Financial Resources Group, Inc.'s plan reported $1.1M in assets and 4 participants for 2022.

Original filing (PDF)20230328090952NAL0073512914001

Financial Resources Group, Inc.

Name: Financial Resources Group, Inc. — Financial Resource, Form 5500 (2022)
Creator: Financial Resources Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Resources Group, Inc. 401(k) Plan

401(k) retirement plan · Financial Resources Group, Inc.'s Financial Resources Group, Inc. 401(k) Plan held $1.1M in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Financial Resources Group, Inc.'s EIN is 39-1885396.

EIN 39-1885396

Plan number 001

Plan year 2022

ACK ID 20230328090952NAL0073512914001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Financial Resources Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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