Sommers Financial Group, Inc.

Sommers Financial Group, Inc. DOS Process	303 S BROADWAY, TARRYTOWN, NY 10591
Sommers Financial Group, Inc. Location	303 S BROADWAY, TARRYTOWN, NY 10591
Lesley Sommers CEO	LESLEY SOMMERS, WHITE PLAINS, NY 10601 (View Past Addresses)

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Form 5500

303 South Broadway Suite 103, Tarrytown, Ny 10591 (845) 639-0195 EIN:13-3934236 Plan Admin:Ron Sommers

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSFG RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$4,818,494 / $0	2022	SFG RETIREMENT PLAN - Plan #001	3 / 0	$4,818,494 / $0
2021	Plan NameSFG RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$4,150,990 / $4,818,494	2021	SFG RETIREMENT PLAN - Plan #001	3 / 3	$4,150,990 / $4,818,494
2020	Plan NameSFG RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$3,411,063 / $4,150,990	2020	SFG RETIREMENT PLAN - Plan #001	3 / 3	$3,411,063 / $4,150,990
2019	Plan NameSFG RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,606,120 / $3,411,063	2019	SFG RETIREMENT PLAN - Plan #001	3 / 3	$2,606,120 / $3,411,063

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor

Company Summary