Original filing (PDF)20251007103903NAL0004448177002

M.D.K. FINANCIAL GROUP, INC.

Name: M.D.K. FINANCIAL GROUP, INC. — M.D.K. FINANCIAL GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: M.D.K. FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

M.D.K. FINANCIAL GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

M.D.K. FINANCIAL GROUP, INC.

EIN

76-0321929

Address

5306 GRAND LAKE · BELLAIRE, TX · 77401

Phone

(713) 398-4015

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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