How big is Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt's plan?

Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt's plan reported $587K in assets and 4 participants for 2025.

Original filing (PDF)20260505042941NAL0000561041001

Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt

Name: Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt — Form 5500 Plan 001 (2025)
Creator: Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benjamin J. Floyd Jr. DBA Floyd Capital Management Cash Balance Plan

Defined-benefit pension plan · Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt's Benjamin J. Floyd Jr. DBA Floyd Capital Management Cash Balance Plan held $587K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

Plan identifiers

Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt's EIN is 68-0600089.

EIN 68-0600089

Plan number 001

Plan year 2025

ACK ID 20260505042941NAL0000561041001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Benjamin J. Floyd, Jr. DBA Floyd Capital Mgmt'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 BENJAMIN J. FLOYD, JR. DBA FLOYD CAPITAL MGMT.

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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