Original filing (PDF)20240524115410NAL0006575233001

ARTISAN FINANCIAL SERVICES, INC

Name: ARTISAN FINANCIAL SERVICES, INC — ARTISAN FINANCIAL SERVICES, INC 401(K) PLAN 3903 NORTHLAKE BLVD, SUITE 100E TAMPA. FL 33624, Form 5500 (2023)
Creator: ARTISAN FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

ARTISAN FINANCIAL SERVICES, INC 401(K) PLAN 3903 NORTHLAKE BLVD, SUITE 100E TAMPA. FL 33624

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

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 ARTISAN FINANCIAL SERVICES, INC.

Plan sponsor

Name

ARTISAN FINANCIAL SERVICES, INC

EIN

58-2562121

Address

3903 NORTHDALE BLVD · STE 100E · TAMPA, FL · 33624

Phone

(404) 295-3395

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MARIA STONEY

EIN

26-4174225

City

TAMPA, FL

Phone

(404) 295-3395

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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