How big is Advanced Valuation Analytics, Ltd.'s plan?

Advanced Valuation Analytics, Ltd.'s plan reported $1.7M in assets and 3 participants for 2023.

Original filing (PDF)20240620090106NAL0001617872001

Advanced Valuation Analytics, Ltd.

Name: Advanced Valuation Analytics, Ltd. — Barry Goodman, Form 5500 (2023)
Creator: Advanced Valuation Analytics, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barry Goodman Ltd. Profit Sharing Plan

Defined-contribution retirement plan · Advanced Valuation Analytics, Ltd.'s Barry Goodman Ltd. Profit Sharing Plan held $1.7M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Barry Goodman signed Advanced Valuation Analytics, Ltd.'s 2023 Form 5500 as plan administrator.

Barry Goodman — 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

Advanced Valuation Analytics, Ltd.'s EIN is 52-1335656.

EIN 52-1335656

Plan number 001

Plan year 2023

ACK ID 20240620090106NAL0001617872001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Advanced Valuation Analytics, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Advanced Valuation Analytics, Ltd.'s plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED VALUATION ANALYTICS, 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