Original filing (PDF)20241010163459NAL0011735363001

360 FINANCIAL GROUP LLC

Name: 360 FINANCIAL GROUP LLC — 360 FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: 360 FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

360 FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 360 FINANCIAL GROUP LLC.

Plan sponsor

Name

360 FINANCIAL GROUP LLC

EIN

45-3755346

Address

435 N MASON RD · CREVE COEUR, MO · 63141

Phone

(877) 504-7662

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BARRESI FINANCIAL, INC.

BARRESI FINANCIAL 401(K) PLAN

AMERICAN FINANCIAL NETWORK, LLC

AMERICAN FINANCIAL NETWORK, LLC 401(K) PROFIT SHARING PLAN & TRUST

HUNTINGTON INSURANCE AGENCY, INC.

HUNTINGTON INSURANCE AGENCY, INC. PROFIT SHARING PLAN

HANUSCHAK INSURANCE AGENCY, INC.

HANUSCHAK INSURANCE 401(K) PLAN

TRANSPORTATION WRITERS INC.

TRANSPORTATION WRITERS INC. 401(K) PLAN