How big is Patrick Lynch Financial LLC's plan?

Patrick Lynch Financial LLC's plan reported $30K in assets and 2 participants for 2023.

Original filing (PDF)20241016160347NAL0032012705001

Patrick Lynch Financial LLC

Name: Patrick Lynch Financial LLC — Patrick Lynch, Form 5500 (2023)
Creator: Patrick Lynch Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick Lynch Financial LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Patrick Lynch Financial LLC's Patrick Lynch Financial LLC 401(k) Profit Sharing Plan held $30K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan identifiers

Patrick Lynch Financial LLC's EIN is 80-0955874.

EIN 80-0955874

Plan number 001

Plan year 2023

ACK ID 20241016160347NAL0032012705001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Patrick Lynch Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Patrick Lynch Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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