How big is Affinity Wealth Management LLC's plan?

Affinity Wealth Management LLC's plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20250730174722NAL0007176240001

Affinity Wealth Management LLC

Name: Affinity Wealth Management LLC — Affinity Wealth, Form 5500 (2024)
Creator: Affinity Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Wealth Management LLC Cash Balance Plan

Defined-benefit pension plan · Affinity Wealth Management LLC's Affinity Wealth Management LLC Cash Balance Plan held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Affinity Wealth Management LLC's EIN is 82-3504606.

EIN 82-3504606

Plan number 002

Plan year 2024

ACK ID 20250730174722NAL0007176240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affinity Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Wealth Management LLC'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 AFFINITY WEALTH MANAGEMENT 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 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