How big is Prestwood Financial Group, LLC's plan?

Prestwood Financial Group, LLC's plan reported $1.3M in assets for 2022.

Original filing (PDF)20231005085922NAL0013301971001

Prestwood Financial Group, LLC

Name: Prestwood Financial Group, LLC — PFG 401(k) Plan, Form 5500 (2022)
Creator: Prestwood Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFG 401(k) Plan

401(k) retirement plan · Prestwood Financial Group, LLC's PFG 401(k) Plan reported $1.3M in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Mark Prestwood signed Prestwood Financial Group, LLC's 2022 Form 5500 as plan administrator.

Mark Prestwood — 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

Prestwood Financial Group, LLC's EIN is 47-4325169.

EIN 47-4325169

Plan number 001

Plan year 2022

ACK ID 20231005085922NAL0013301971001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Prestwood Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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