OpenERISA

Independent Financial Group, LLC

San Diego, CA, 92130

EIN 71-0927304
Plans
1
Total participants
346
Filing years
2024, 2023, 2022, 2020
NAICS
541511
Plan sponsors in CaliforniaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Independent Financial Group, LLC 401(K) Plan93
2023Form 5500-SF001Independent Financial Group, LLC 401(K) Plan96
2022Form 5500-SF001Independent Financial Group, LLC 401(K) Plan84
2020Form 5500-SF001Independent Financial Group, LLC 401(K) Plan73

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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