Executive Financial Group, Inc.

Form 5500

EXECUTIVE FINANCIAL GROUP, INC.

1864 Route 70 East, Cherry Hill, Nj 08003 (856) 424-0067 EIN:22-3313102 Plan Admin:Michael Rosen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameEXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,567,019 / $3,073,342	2023	EXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$2,567,019 / $3,073,342
2022	Plan NameEXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,897,057 / $2,567,019	2022	EXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$2,897,057 / $2,567,019
2021	Plan NameEXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,456,971 / $2,897,057	2021	EXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$2,456,971 / $2,897,057
2020	Plan NameEXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,906,954 / $2,456,971	2020	EXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$1,906,954 / $2,456,971
2019	Plan NameEXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,476,353 / $1,906,954	2019	EXECUTIVE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 3	$1,476,353 / $1,906,954