How big is Basis Financial Group LLC's plan?

Basis Financial Group LLC's plan reported $243 in assets and 2 participants for 2024.

Original filing (PDF)20250929134436NAL0005060787001

Basis Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Basis Financial Group LLC MCF Benefit Plan

Health & welfare plan · Basis Financial Group LLC's Basis Financial Group LLC MCF Benefit Plan held $243 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$243

Net assets (EOY)

$68

People on this filing

KARA Corches signed Basis Financial Group LLC's 2024 Form 5500 as plan administrator.

KARA Corches — 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

Basis Financial Group LLC's EIN is 84-4167691.

EIN 84-4167691

Plan number 501

Plan year 2024

ACK ID 20250929134436NAL0005060787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Basis Financial Group LLC'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 BASIS FINANCIAL GROUP LLC.

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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