Original filing (PDF)20241227091013NAL0013781537001

Onward Financial Network, LLC

Name: Onward Financial Network, LLC — OFN, LLC Cash, Form 5500 (2023)
Creator: Onward Financial Network, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OFN, LLC Cash Balance Plan

Defined-benefit pension plan · Onward Financial Network, LLC's OFN, LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

GREG Lavin signed Onward Financial Network, LLC's 2023 Form 5500 as plan administrator.

GREG Lavin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Onward Financial Network, LLC's EIN is 83-0555394.

EIN 83-0555394

Plan number 002

Plan year 2023

ACK ID 20241227091013NAL0013781537001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Onward Financial Network, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Knocking points off