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FINANCIAL RESOURCES GROUP — FINANCIAL RESOURCES GROUP DEFINED BENEFIT MONEY PURCHASE PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231220192346NAL0002283121001
FINANCIAL RESOURCES GROUP
Form 5500-SF
FILING_RECEIVED
FINANCIAL RESOURCES GROUP DEFINED BENEFIT MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$951K
Net assets (EOY)
$951K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FINANCIAL RESOURCES GROUP
.
Find decision makers
Plan sponsor
Name
FINANCIAL RESOURCES GROUP
EIN
94-2534979
Address
750 BAY ST APT 3 · SAN FRANCISCO, CA · 941091306
Phone
(415) 516-5796
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-11-01
Tax period
2023-10-31
Filed
2023-12-20
Pension benefit codes
2C · Money purchase (other than target benefit)
2H · Partial participant-directed accounts
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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