Original filing (PDF)20250716124459NAL0001950675001

FLORIAN FINANCIAL GROUP LLC

Name: FLORIAN FINANCIAL GROUP LLC — FLORIAN FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FLORIAN FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

FLORIAN FINANCIAL GROUP LLC 401 K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 FLORIAN FINANCIAL GROUP LLC.

Plan sponsor

Name

FLORIAN FINANCIAL GROUP LLC

EIN

20-0689103

Address

1825 MAPLE ROAD STE 240 · WILLIAMSVILLE, NY · 142212779

Phone

(716) 810-9590

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PIEMAR INC

PIEMAR INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 42 participants

STEAM CONCEPTS

STEAM CONCEPTS CASH BALANCE PENSION PLAN

$1.1M · 3 participants

JEFFREY B KRAVITZ DDS PC

JEFFREY B KRAVITZ DDS PC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 4 participants

AMPLE IT SERVICES LLC

AMPLE IT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 12 participants

P & H PLUMBING & HEATING INC

P & H PLUMBING & HEATING INC 401(K) PROFIT SHARING PLAN & TRUST