How big is MUNN Financial Group's plan?

MUNN Financial Group's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250711140502NAL0006403089001

MUNN Financial Group

Name: MUNN Financial Group — MUNN Financial Group 401(k), Form 5500 (2024)
Creator: MUNN Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MUNN Financial Group 401(k) Plan

401(k) retirement plan · MUNN Financial Group's MUNN Financial Group 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michael MUNN signed MUNN Financial Group's 2024 Form 5500 as plan administrator.

Michael MUNN — 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

MUNN Financial Group's EIN is 88-3944028.

EIN 88-3944028

Plan number 001

Plan year 2024

ACK ID 20250711140502NAL0006403089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MUNN Financial Group's plan includes profit-sharing, a 401(k) feature, 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 MUNN FINANCIAL GROUP.

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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