Original filing (PDF)20231209050857NAL0041431394001

AFFINITY CAPITAL EXCHANGE INC

Name: AFFINITY CAPITAL EXCHANGE INC — AFFINITY CAPITAL EXCHANGE INC 401K PLAN, Form 5500 (2022)
Creator: AFFINITY CAPITAL EXCHANGE INC

Form 5500-SF

FILING_RECEIVED

AFFINITY CAPITAL EXCHANGE INC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFINITY CAPITAL EXCHANGE INC.

Plan sponsor

Name

AFFINITY CAPITAL EXCHANGE INC

EIN

46-1774805

Address

40 EXCHANGE PLACE, SUITE 1302 · NEW YORK, NY · 10005

Phone

(646) 455-1230

Industry

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

2023-12-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

REM 22, INC.

REM 22, INC. 401(K) PLAN

CROWNE POINTE FINANCIAL

CROWNE POINTE FINANCIAL CHAMBER BENEFIT ARRANGEMENT PLAN

SCHOOL OF INVESTMENT CORP

INVESTOR SCHOOLING, 401(K) PLAN

CURIOUS ADDYS, INC.

CURIOUS ADDYS, INC. 401(K) PLAN

QUANTFU, INC.

QUANTFU 401(K) PLAN