How big is Senior Financial Group Inc.'s plan?

Senior Financial Group Inc.'s plan reported $2.1M in assets and 48 participants for 2024.

Original filing (PDF)20250617145142NAL0004001538001

Senior Financial Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Senior Financial Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Senior Financial Group Inc.'s Senior Financial Group 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Haifa George signed Senior Financial Group Inc.'s 2024 Form 5500 as plan administrator.

Haifa George — 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

Senior Financial Group Inc.'s EIN is 62-1466310.

EIN 62-1466310

Plan number 001

Plan year 2024

ACK ID 20250617145142NAL0004001538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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