How big is The Applied Finance Group, Ltd.'s plan?

The Applied Finance Group, Ltd.'s plan reported $7.2M in assets and 12 participants for 2024.

Original filing (PDF)20250408150736NAL0028092928001

The Applied Finance Group, Ltd.

Name: The Applied Finance Group, Ltd. — Applied Finance, Form 5500 (2024)
Creator: The Applied Finance Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied Finance Group Ltd. Profit Sharing Plan

401(k) retirement plan · The Applied Finance Group, Ltd.'s Applied Finance Group Ltd. Profit Sharing Plan held $7.2M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Daniel Obrycki signed The Applied Finance Group, Ltd.'s 2024 Form 5500 as plan administrator.

Daniel Obrycki — 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

The Applied Finance Group, Ltd.'s EIN is 36-4044912.

EIN 36-4044912

Plan number 002

Plan year 2024

ACK ID 20250408150736NAL0028092928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Applied Finance Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Applied Finance Group, Ltd.'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 THE APPLIED FINANCE GROUP, LTD..

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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