Original filing (PDF)20241106155450NAL0005982243001

Pensionmark Financial Group, LLC

Name: Pensionmark Financial Group, LLC — Pensionmark, Form 5500 (2023)
Creator: Pensionmark Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pensionmark Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Pensionmark Financial Group, LLC's Pensionmark Financial Group 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Troy G. Hammond signed Pensionmark Financial Group, LLC's 2023 Form 5500 as plan administrator.

Troy G. Hammond — 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

Pensionmark Financial Group, LLC's EIN is 61-1758632.

EIN 61-1758632

Plan number 001

Plan year 2023

ACK ID 20241106155450NAL0005982243001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pensionmark Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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