Original filing (PDF)20230929092150NAL0018340192001

EMPLOYERS ASSOCIATION FORUM, INC.

Name: EMPLOYERS ASSOCIATION FORUM, INC. — EMPLOYERS ASSOCIATION FORUM, INC. 401(K) PROFIT, Form 5500 (2022)
Creator: EMPLOYERS ASSOCIATION FORUM, INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYERS ASSOCIATION FORUM, INC. 401(K) PROFIT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPLOYERS ASSOCIATION FORUM, INC..

Plan sponsor

Name

EMPLOYERS ASSOCIATION FORUM, INC.

EIN

59-2157213

Address

640 E. STATE ROAD 434 · SUITE 3100 · LONGWOOD, FL · 32750

Phone

(407) 260-6556

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-28

Filed

2023-09-29

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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