Original filing (PDF)20240129114053NAL0021140641001

Kaiser Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Kaiser Financial Group 401(k) Plan

401(k) retirement plan · Kaiser Financial Group, Inc.'s Kaiser Financial Group 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

TONI Kaiser signed Kaiser Financial Group, Inc.'s 2023 Form 5500 as plan administrator.

TONI Kaiser — 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

Kaiser Financial Group, Inc.'s EIN is 62-1509850.

EIN 62-1509850

Plan number 001

Plan year 2023

ACK ID 20240129114053NAL0021140641001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Kaiser Financial Group, Inc.'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 KAISER 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 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