How big is Applied Financial Research, LLC's plan?

Applied Financial Research, LLC's plan reported $975K in assets and 2 participants for 2022.

Original filing (PDF)20231006100340NAL0014413475001

Applied Financial Research, LLC

Name: Applied Financial Research, LLC — Applied Financial, Form 5500 (2022)
Creator: Applied Financial Research, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applied Financial Research, LLC Cash Balance Plan

Defined-benefit pension plan · Applied Financial Research, LLC's Applied Financial Research, LLC Cash Balance Plan held $975K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

People on this filing

Hugh Cohen signed Applied Financial Research, LLC's 2022 Form 5500 as plan administrator.

Hugh Cohen — 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

Applied Financial Research, LLC's EIN is 58-2380427.

EIN 58-2380427

Plan number 002

Plan year 2022

ACK ID 20231006100340NAL0014413475001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Applied Financial Research, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Applied Financial Research, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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