Original filing (PDF)20241202161205NAL0001899473001

FINANCIAL RESOURCES GROUP PROFIT SHARING PLAN

Name: FINANCIAL RESOURCES GROUP PROFIT SHARING PLAN — Form 5500 (2023)
Creator: FINANCIAL RESOURCES GROUP PROFIT SHARING PLAN

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL RESOURCES GROUP PROFIT SHARING PLAN.

Plan sponsor

Name

FINANCIAL RESOURCES GROUP PROFIT SHARING PLAN

EIN

94-2534979

Address

750 BAY ST APT 3 · SAN FRANCISCO, CA · 941091306

Phone

(415) 516-5796

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2024-12-02

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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