How big is Serafini Financial Services, Inc.'s plan?

Serafini Financial Services, Inc.'s plan reported $2K in assets for 2022.

Original filing (PDF)20230515140142NAL0020289395001

Serafini Financial Services, Inc.

Name: Serafini Financial Services, Inc. — Serafini Financi, Form 5500 (2022)
Creator: Serafini Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serafini Financial Services, Inc. Cash Balance Plan

Defined-benefit pension plan · Serafini Financial Services, Inc.'s Serafini Financial Services, Inc. Cash Balance Plan reported $2K in plan assets in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Andrew Serafini signed Serafini Financial Services, Inc.'s 2022 Form 5500 as plan administrator.

Andrew Serafini — 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

Serafini Financial Services, Inc.'s EIN is 52-1881225.

EIN 52-1881225

Plan number 002

Plan year 2022

ACK ID 20230515140142NAL0020289395001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Serafini Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Serafini Financial Services, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score