Original filing (PDF)20241024153643NAL0000993489001

AFFINITY BANK

Name: AFFINITY BANK — AFFINITY BANK 401(K) P/S PLAN, Form 5500 (2023)
Creator: AFFINITY BANK

Form 5500-SF

FILING_RECEIVED

AFFINITY BANK 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

Late filing · 35.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFINITY BANK.

Plan sponsor

Name

AFFINITY BANK

EIN

62-1854956

Address

400 GALLERIA PARKWAY SE · SUITE 900 · ATLANTA, GA · 30339

Phone

(678) 742-9990

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-10-24

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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