How big is Logan Financial Group, LLC's plan?

Logan Financial Group, LLC's plan reported $1.7M in assets and 6 participants for 2022.

Original filing (PDF)20230608140642NAL0018626739001

Logan Financial Group, LLC

Name: Logan Financial Group, LLC — Logan Financial Group, Form 5500 (2022)
Creator: Logan Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Logan Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Logan Financial Group, LLC's Logan Financial Group 401(k) Profit Sharing Plan held $1.7M in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Anthony Warren signed Logan Financial Group, LLC's 2022 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Logan Financial Group, LLC's EIN is 31-1679905.

EIN 31-1679905

Plan number 001

Plan year 2022

ACK ID 20230608140642NAL0018626739001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Logan Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Logan Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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