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ONWARD FINANCIAL — ONWARD FINANCIAL 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230921220118NAL0002431603032
ONWARD FINANCIAL
Form 5500-SF
FILING_RECEIVED
ONWARD FINANCIAL 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ONWARD FINANCIAL
.
Find decision makers
Plan sponsor
Name
ONWARD FINANCIAL
EIN
82-0874931
Address
1015 15TH STREET NW · 6TH FLOOR · WASHINGTON, DC · 20005
Phone
(202) 880-4983
Industry
Finance & Insurance
see all
Plan administrator
Name
GUIDELINE, INC.
EIN
47-4474775
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-03-01
Filed
2023-09-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SMK FINANCIAL ENTERPRISES INC
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