Original filing (PDF)20230712111501NAL0012488995001

MUNN FINANCIAL GROUP

Name: MUNN FINANCIAL GROUP — MUNN FINANCIAL GROUP 401K PLAN, Form 5500 (2022)
Creator: MUNN FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

MUNN FINANCIAL GROUP 401K PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MUNN FINANCIAL GROUP

EIN

88-3994028all filings

Address

30B GROVE ST · PITTSFORD, NY · 14534

Phone

(585) 559-6867

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-10-01

Tax period

2022-12-31

Filed

2023-07-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

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

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