How big is Agemy Financial Strategies, Inc.'s plan?

Agemy Financial Strategies, Inc.'s plan reported $566K in assets and 6 participants for 2024.

Original filing (PDF)20251008154952NAL0005783361001

Agemy Financial Strategies, Inc.

Name: Agemy Financial Strategies, Inc. — AFSI 401(k) Plan, Form 5500 (2024)
Creator: Agemy Financial Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFSI 401(k) Plan

401(k) retirement plan · Agemy Financial Strategies, Inc.'s AFSI 401(k) Plan held $566K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

Plan identifiers

Agemy Financial Strategies, Inc.'s EIN is 45-4083226.

EIN 45-4083226

Plan number 001

Plan year 2024

ACK ID 20251008154952NAL0005783361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agemy Financial Strategies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agemy Financial Strategies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off