Original filing (PDF)20230614070154NAL0049763040001

VFINITY LLC

Name: VFINITY LLC — VFINITY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: VFINITY LLC

Form 5500-SF

FILING_RECEIVED

VFINITY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$586

Net assets (EOY)

$586

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

VFINITY LLC

EIN

46-4088055

Address

4850 TAMIAMI TRAIL N · SUITE 301 · NAPLES, FL · 34103

Phone

(239) 244-2555

Industry

Professional & Technical Servicessee 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

2023-06-14

Pension benefit codes

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CLOUDRAN COMMUNICATION LLC

$584 · 7 participants

JUS B MEDIA

JUS B MEDIA CHAMBER BENEFIT ARRANGEMENT PLAN

$582 · 1 participants

NO SLEEP BEVERAGE STUDIO LLC

NO SLEEP BEVERAGE STUDIO LLC 401(K) PLAN

$582 · 2 participants

NORTHWOOD DESIGN PARTNERS INC

NORTHWOOD DESIGN PARTNERS INC 401(K) PLAN

$591 · 48 participants

GDS CONSULTING LLC.

GDS CONSULTING LLC 401K PLAN.

$581 · 4 participants