· 2022–2024 · DOL EFAST2

APPLIED FINANCIAL RESEARCH, LLC — APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN, Form 5500 (2022)

Original filing (PDF)20231006100340NAL0014413475001

APPLIED FINANCIAL RESEARCH, LLC

Form 5500-SF

FILING_RECEIVED

APPLIED FINANCIAL RESEARCH, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

APPLIED FINANCIAL RESEARCH, LLC

EIN

58-2380427all filings

Address

3630 MERE LANE · MARIETTA, GA · 30062

Phone

(404) 840-0470

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WALBORN & ASSOCIATES, INC.

WALBORN & ASSOCIATES CASH BALANCE PLAN

$975K · 3 participants

BUFORD MALONE GROUP LLC

BUFORD MALONE GROUP LLC 401(K) PLAN

$976K · 16 participants

POLARIS ADVISORY INC.

POLARIS ADVISORY INC. DEFINED BENEFIT PENSION PLAN

$975K · 2 participants

CONNER, FAISON, RUNNION & EISENBERG

CFRE 401(K) PLAN

$976K · 9 participants

G3 ADVISORS, INC.

G3 ADVISORS, INC. CASH BALANCE PLAN

$975K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.