How big is Inkpointe Financial Group, LLC's plan?

Inkpointe Financial Group, LLC's plan reported $414K in assets and 4 participants for 2025.

Original filing (PDF)20260225143028NAL0004762576001

Inkpointe Financial Group, LLC

Name: Inkpointe Financial Group, LLC — Inkpointe Financial, Form 5500 (2025)
Creator: Inkpointe Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inkpointe Financial Group, LLC 401(k) Plan

401(k) retirement plan · Inkpointe Financial Group, LLC's Inkpointe Financial Group, LLC 401(k) Plan held $414K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

People on this filing

Joel Taliaferro signed Inkpointe Financial Group, LLC's 2025 Form 5500 as plan administrator.

Joel Taliaferro — 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

Inkpointe Financial Group, LLC's EIN is 84-4429444.

EIN 84-4429444

Plan number 001

Plan year 2025

ACK ID 20260225143028NAL0004762576001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Inkpointe Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Inkpointe Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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