Original filing (PDF)20230307215045NAL0014105680001

ELM44 FINANCIAL GROUP

Name: ELM44 FINANCIAL GROUP — ELM44 401(K) PLAN, Form 5500 (2022)
Creator: ELM44 FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

ELM44 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELM44 FINANCIAL GROUP.

Plan sponsor

Name

ELM44 FINANCIAL GROUP

EIN

46-1735380

Address

1415 PANTHER LANE · SUITE 356 · NAPLES, FL · 34109

Phone

(239) 598-9141

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

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