How big is Arbor Wealth Management, Inc.'s plan?

Arbor Wealth Management, Inc.'s plan reported $333K in assets and 2 participants for 2024.

Original filing (PDF)20250318101232NAL0003200529001

Arbor Wealth Management, Inc.

Name: Arbor Wealth Management, Inc. — Arbor Wealth, Form 5500 (2024)
Creator: Arbor Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arbor Wealth Management, Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · Arbor Wealth Management, Inc.'s Arbor Wealth Management, Inc. Safe Harbor 401(k) Plan held $333K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

Plan identifiers

Arbor Wealth Management, Inc.'s EIN is 26-4454068.

EIN 26-4454068

Plan number 001

Plan year 2024

ACK ID 20250318101232NAL0003200529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arbor Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arbor Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ARBOR WEALTH MANAGEMENT, INC.

EIN

all filings

Address

5550 S. 59TH STREET, SUITE 22 · LINCOLN, NE · 68516

Phone

(402) 261-6299

Industry

Finance & Insurance

Plan administrator