How big is Lynch Financial Advisors' plan?

Lynch Financial Advisors' plan reported $497K in assets and 3 participants for 2025.

Original filing (PDF)20260423161126NAL0007677376001

Lynch Financial Advisors

Name: Lynch Financial Advisors — Lynch Financial Advisors, Form 5500 (2025)
Creator: Lynch Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lynch Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Lynch Financial Advisors' Lynch Financial Advisors 401(k) Profit Sharing Plan held $497K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan identifiers

Lynch Financial Advisors' EIN is 73-1725980.

EIN 73-1725980

Plan number 001

Plan year 2025

ACK ID 20260423161126NAL0007677376001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lynch Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lynch Financial Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score