Original filing (PDF)20260305152952NAL0010374530001

Professional Consolidated Financial Group Inc.

Name: Professional Consolidated Financial Group Inc. — Form 5500 Plan 001 (2025)
Creator: Professional Consolidated Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Consolidated Financial Group Inc. Retirement Plan

Defined-contribution retirement plan · Professional Consolidated Financial Group Inc.'s Professional Consolidated Financial Group Inc. Retirement Plan held $1.4M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Professional Consolidated Financial Group Inc.'s EIN is 95-4399912.

EIN 95-4399912

Plan number 001

Plan year 2025

ACK ID 20260305152952NAL0010374530001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Professional Consolidated Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Professional Consolidated Financial Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PROFESSIONAL CONSOLIDATED FINANCIAL GROUP INC.

EIN

all filings

Address

9519 LAS TUNAS DR., #1 · TEMPLE CITY, CA · 91780

Phone

(626) 287-5848

Industry

Finance & Insurance

Plan administrator