How many benefit plans does Larson Financial Group, LLC report on Form 5500?

Larson Financial Group, LLC (EIN 20-4773945) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Larson Financial Group, LLC?

The Employer Identification Number (EIN) reported for Larson Financial Group, LLC is 20-4773945.

What is the latest Form 5500 filing year for Larson Financial Group, LLC?

The latest loaded Form 5500 filing year for Larson Financial Group, LLC is 2023.

Larson Financial Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Larson Financial Group, LLC (EIN 20-4773945) is a plan sponsor located in Chesterfield, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-4773945
Location: Chesterfield, MO
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,319,443
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,319,443

Contributions & income

Employer contributions: $599,541
Participant contributions: $1,241,253
Total income / additions: $3,131,075

Expenses & distributions

Benefits paid / distributions: $997,668
Total expenses: $999,778
Net increase / (decrease): $2,131,297

Coverage

Total reported participants: 420
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Larson Financial Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Larson Financial Group, LLC 401(K) Profit Sharing Plan And Trust	001	242	$9,319,443	2023
Larson Financial Group, LLC Welfare Benefit Plan	502	178	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Larson Financial Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	Larson Financial Group, LLC 401(K) Profit Sharing Plan And Trust	242	H, C	20241015121158NAL0016341923001
2023	Larson Financial Group, LLC Welfare Benefit Plan	178	—	20250206085917NAL0011344449001