Original filing (PDF)20250429094427NAL0000203395001

KEEP FINANCIAL, INC

Name: KEEP FINANCIAL, INC — KEEP FINANCIAL, INC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: KEEP FINANCIAL, INC

Form 5500-SF

FILING_RECEIVED

KEEP FINANCIAL, INC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KEEP FINANCIAL, INC

EIN

87-4586748

Address

925B PEACHTREE ST NE · #349 · ATLANTA, GA · 30309

Phone

(404) 732-3959

Industry

Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FOUNDATION WEALTH MANAGEMENT LLC

FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN

$3K · 4 participants

VCFAMILIA

VCFAMILIA 401(K) PLAN

$3K · 1 participants

PROTECTIVE FINANCIAL SERVICES, INC

PROTECTIVE FINANCIAL SERVICES, INC GCF BENEFIT PLAN

$3K · 3 participants

TRUENORTH WEALTH & IMPACT, LLC

TRUENORTH WEALTH & IMPACT, LLC MCF BENEFIT PLAN

$3K · 4 participants

SIERRA RIDGE WEALTH MANAGEMENT, LLC

SIERRA RIDGE WEALTH MANAGEMENT, LLC 401(K) PLAN