Original filing (PDF)20250710084131NAL0003930211001

AMERICAN FINANCIAL ADVISORS, INC

Name: AMERICAN FINANCIAL ADVISORS, INC — AMERICAN FINANCIAL ADVISORS, INC DB PLAN, Form 5500 (2024)
Creator: AMERICAN FINANCIAL ADVISORS, INC

Form 5500-SF

FILING_RECEIVED

AMERICAN FINANCIAL ADVISORS, INC DB PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN FINANCIAL ADVISORS, INC.

Plan sponsor

Name

AMERICAN FINANCIAL ADVISORS, INC

EIN

14-1725316

Address

1936 LEE ROAD, SUITE 270 · WINTER PARK, FL · 32789

Phone

(407) 207-9006

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

STEIDL BROS LLC

STEIDL BROS LLC 401(K) PLAN

$1.8M · 11 participants

NDVR, INC

NDVR 401(K) PLAN

$1.8M · 3 participants

NOVA ACTUARIAL SERVICES, INC.

NOVA ACTUARIAL SERVICES 401(K) TRUST

$1.8M · 4 participants

LEGACY WEALTH MANAGEMENT GROUP, LLC

LEGACY WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN

$1.8M · 2 participants

PUSTOVER FINANCIAL SERVICES

PUSTOVER FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

$1.8M · 5 participants