Original filing (PDF)20240403154636NAL0024736018001

ZIVNEY FINANCIAL GROUP LLC

Name: ZIVNEY FINANCIAL GROUP LLC — ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: ZIVNEY FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 ZIVNEY FINANCIAL GROUP LLC.

Plan sponsor

Name

ZIVNEY FINANCIAL GROUP LLC

EIN

20-8227940

Address

25 NW IRVING AVE · BEND, OR · 977032011

Phone

(541) 330-7590

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-03

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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