Original filing (PDF)20250731083749NAL0004995009001

Benoit Financial Group, LLC DBA Benoit Financial Planners

Name: Benoit Financial Group, LLC DBA Benoit Financial Planners — Form 5500 Plan 001 (2024)
Creator: Benoit Financial Group, LLC DBA Benoit Financial Planners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benoit Financial Group, LLC 401(k) Plan

401(k) retirement plan · Benoit Financial Group, LLC DBA Benoit Financial Planners' Benoit Financial Group, LLC 401(k) Plan held $362K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

Plan identifiers

Benoit Financial Group, LLC DBA Benoit Financial Planners' EIN is 84-2788224.

EIN 84-2788224

Plan number 001

Plan year 2024

ACK ID 20250731083749NAL0004995009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benoit Financial Group, LLC DBA Benoit Financial Planners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Benoit Financial Group, LLC DBA Benoit Financial Planners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score