How big is Financial Resources Group's plan?

Financial Resources Group's plan reported $951K in assets and 1 participants for 2022.

Original filing (PDF)20231220192346NAL0002283121001

Financial Resources Group

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

Form 5500-SF

FILING_RECEIVED

Financial Resources Group Defined Benefit Money Purchase Plan

Defined-contribution retirement plan · Financial Resources Group's Financial Resources Group Defined Benefit Money Purchase Plan held $951K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

People on this filing

Robert Thorpe signed Financial Resources Group's 2022 Form 5500 as plan administrator.

Robert Thorpe — 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

Financial Resources Group's EIN is 94-2534979.

EIN 94-2534979

Plan number 001

Plan year 2022

ACK ID 20231220192346NAL0002283121001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Financial Resources Group's plan includes money-purchase contributions.

Decision-maker contacts

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