How big is FMS Financial Group Ltd.'s plan?

FMS Financial Group Ltd.'s plan reported $2.9M in assets and 2 participants for 2024.

Original filing (PDF)20250620085714NAL0005579456001

FMS Financial Group Ltd.

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

Form 5500-SF

FILING_RECEIVED

FMS Financial Group Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · FMS Financial Group Ltd.'s FMS Financial Group Ltd. 401(k) Profit Sharing Plan held $2.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

AMY Cohen signed FMS Financial Group Ltd.'s 2024 Form 5500 as plan administrator.

AMY Cohen — 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

FMS Financial Group Ltd.'s EIN is 52-2102705.

EIN 52-2102705

Plan number 001

Plan year 2024

ACK ID 20250620085714NAL0005579456001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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