How big is Princeton Financial Group LLC's plan?

Princeton Financial Group LLC's plan reported $620K in assets and 18 participants for 2022.

Original filing (PDF)20230704111307NAL0013099281001

Princeton Financial Group LLC

Name: Princeton Financial Group LLC — Princeton Financial, Form 5500 (2022)
Creator: Princeton Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Princeton Financial Group 401(k) Plan

401(k) retirement plan · Princeton Financial Group LLC's Princeton Financial Group 401(k) Plan held $620K in plan assets for 18 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

People on this filing

Linda Farinola signed Princeton Financial Group LLC's 2022 Form 5500 as plan administrator.

Linda Farinola — 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

Princeton Financial Group LLC's EIN is 90-0870134.

EIN 90-0870134

Plan number 001

Plan year 2022

ACK ID 20230704111307NAL0013099281001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Princeton Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Princeton 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 PRINCETON 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