How big is Mosaic Financial Group's plan?

Mosaic Financial Group's plan reported $247K in assets and 4 participants for 2024.

Original filing (PDF)20250915194145NAL0003684914001

Mosaic Financial Group

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

Form 5500-SF

FILING_RECEIVED

Mosaic Financial Group Profit Sharing Plan

Defined-contribution retirement plan · Mosaic Financial Group's Mosaic Financial Group Profit Sharing Plan held $247K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

Plan identifiers

Mosaic Financial Group's EIN is 42-1671078.

EIN 42-1671078

Plan number 001

Plan year 2024

ACK ID 20250915194145NAL0003684914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mosaic Financial Group's plan includes profit-sharing.

Decision-maker contacts

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

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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