How big is SAXE Pinkston Financial Group's plan?

SAXE Pinkston Financial Group's plan reported $110K in assets and 7 participants for 2024.

Original filing (PDF)20250509093449NAL0013159969001

SAXE Pinkston Financial Group

Name: SAXE Pinkston Financial Group — SAXE Pinkston Cash, Form 5500 (2024)
Creator: SAXE Pinkston Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAXE Pinkston Cash Balance Plan

Defined-benefit pension plan · SAXE Pinkston Financial Group's SAXE Pinkston Cash Balance Plan held $110K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

People on this filing

Tyler SAXE signed SAXE Pinkston Financial Group's 2024 Form 5500 as plan administrator.

Tyler SAXE — 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

SAXE Pinkston Financial Group's EIN is 92-1085278.

EIN 92-1085278

Plan number 002

Plan year 2024

ACK ID 20250509093449NAL0013159969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SAXE Pinkston Financial Group's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score