How big is G2 Financial LLC's plan?

G2 Financial LLC's plan reported $12K in assets and 4 participants for 2024.

Original filing (PDF)20250505075554NAL0011511616001

G2 Financial LLC

Name: G2 Financial LLC — G2 Financial LLC 401(k) Profit, Form 5500 (2024)
Creator: G2 Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

G2 Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · G2 Financial LLC's G2 Financial LLC 401(k) Profit Sharing Plan & Trust held $12K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Edward Rojas signed G2 Financial LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

G2 Financial LLC's EIN is 92-1796881.

EIN 92-1796881

Plan number 001

Plan year 2024

ACK ID 20250505075554NAL0011511616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for G2 Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

G2 Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G2 FINANCIAL LLC.

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Plan health score

Above-average plan

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