Original filing (PDF)20250728142810NAL0005016946001

BOUCHEY FINANCIAL GROUP, LTD.

Name: BOUCHEY FINANCIAL GROUP, LTD. — BOUCHEY FINANCIAL GROUP CASH BALANCE PLAN, Form 5500 (2024)
Creator: BOUCHEY FINANCIAL GROUP, LTD.

Form 5500-SF

FILING_RECEIVED

BOUCHEY FINANCIAL GROUP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 BOUCHEY FINANCIAL GROUP, LTD..

Plan sponsor

Name

BOUCHEY FINANCIAL GROUP, LTD.

EIN

14-1784864

Address

1819 FIFTH AVENUE · TROY, NY · 12180

Phone

(518) 720-3333

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

2025-07-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

NET FLOWS LLC

NET FLOWS LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.9M · 37 participants

EBMS, INC. DBA HERMES WEALTH STRATEGIES

EBMS, INC. DBA HERMES WEALTH STRATEGIES CASH BALANCE PLAN

$2.9M · 3 participants

FLATTOPS VENTURES, LLC

FLATTOPS, LLC 401(K) PLAN

$2.9M · 2 participants

FULCRUM CAPITAL, LLC

FULCRUM CAPITAL, LLC 401(K) PLAN

$2.9M · 10 participants

OANDA CORPORATION

OANDA CORPORATION 401(K) PROFIT SHARING PLAN

$2.9M · 11 participants