Original filing (PDF)20250404165453NAL0012158609001

KING FINANCIAL GROUP, INC

Name: KING FINANCIAL GROUP, INC — KING FINANCIAL GROUP 401K, Form 5500 (2024)
Creator: KING FINANCIAL GROUP, INC

Form 5500-SF

FILING_RECEIVED

KING FINANCIAL GROUP 401K

401(k) retirement plan

Signals · 1

Late filing · 32.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KING FINANCIAL GROUP, INC.

Plan sponsor

Name

KING FINANCIAL GROUP, INC

EIN

75-2480365

Address

2600 VILLAGE PKWY · SUITE 100 · HIGHLAND VILLAGE, TX · 75077

Phone

(972) 539-2500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-08-31

Filed

2025-04-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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