Original filing (PDF)20230608140642NAL0018626739001

LOGAN FINANCIAL GROUP, LLC

Name: LOGAN FINANCIAL GROUP, LLC — LOGAN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: LOGAN FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

LOGAN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 LOGAN FINANCIAL GROUP, LLC.

Plan sponsor

Name

LOGAN FINANCIAL GROUP, LLC

EIN

31-1679905

Address

3100 TREMONT ST. · SUITE 210 · UPPER ARLINGTON, OH · 43221

Phone

(614) 442-0214

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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