Original filing (PDF)20240725160348NAL0014448417001

All Point Financial, Inc. DBA APF Advisory Services

Name: All Point Financial, Inc. DBA APF Advisory Services — Form 5500 Plan 001 (2023)
Creator: All Point Financial, Inc. DBA APF Advisory Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

All Point Financial, Inc. 401(k) Plan

401(k) retirement plan · All Point Financial, Inc. DBA APF Advisory Services' All Point Financial, Inc. 401(k) Plan held $682K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

Plan identifiers

All Point Financial, Inc. DBA APF Advisory Services' EIN is 47-0908596.

EIN 47-0908596

Plan number 001

Plan year 2023

ACK ID 20240725160348NAL0014448417001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for All Point Financial, Inc. DBA APF Advisory Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

All Point Financial, Inc. DBA APF Advisory Services' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALL POINT FINANCIAL, INC. DBA APF ADVISORY SERVICES.

Finding similar companies…

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