How big is Affinity Financial, LLC's plan?

Affinity Financial, LLC's plan reported $7K in assets and 14 participants for 2023.

Original filing (PDF)20240730173350NAL0032605328001

Affinity Financial, LLC

Name: Affinity Financial, LLC — Affinity Financial 401(k), Form 5500 (2023)
Creator: Affinity Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Financial 401(k) Plan

401(k) retirement plan · Affinity Financial, LLC's Affinity Financial 401(k) Plan held $7K in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Andrew Mitchell signed Affinity Financial, LLC's 2023 Form 5500 as plan administrator.

Andrew Mitchell — 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

Affinity Financial, LLC's EIN is 93-3455714.

EIN 93-3455714

Plan number 002

Plan year 2023

ACK ID 20240730173350NAL0032605328001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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