Original filing (PDF)20231009135216NAL0054023778001

ARBOR WEALTH MANAGEMENT, LLC

Name: ARBOR WEALTH MANAGEMENT, LLC — ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2022)
Creator: ARBOR WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARBOR WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

ARBOR WEALTH MANAGEMENT, LLC

EIN

27-2184221all filings

Address

870 SHORE DRIVE · MIRAMAR BEACH, FL · 32550

Phone

(850) 608-6121

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-10-09

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PORTLAND INTEGRITAS ADVISORS, LLC

PORTLAND INTEGRITAS ADVISORS, LLC 401(K) PLAN

ERGOTELES LLC

ERGOTELES LLC 401(K) PROFIT SHARING PLAN

GARRETT & ASSOCIATES

GARRETT & ASSOCIATES CASH BALANCE PLAN

FIDUCIARY WISE, LLC FBO GATEWAY FINANCIAL PARTNERS, LLC

GATEWAY 401K PLAN FIDUCIARY WISE, LLC

COMBANGIO, INC

COMBANGIO, INC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.