How big is A.M. Financial Group's plan?

A.M. Financial Group's plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20251229104146NAL0017604017001

A.M. Financial Group

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

Form 5500-SF

FILING_RECEIVED

A.M. Financial Group MCF Benefit Plan

Health & welfare plan · A.M. Financial Group's A.M. Financial Group MCF Benefit Plan held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$413

People on this filing

Becky Wekenborg signed A.M. Financial Group's 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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

A.M. Financial Group's EIN is 81-2479432.

EIN 81-2479432

Plan number 501

Plan year 2024

ACK ID 20251229104146NAL0017604017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

A.M. Financial Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score