How big is B3 Advisors, Inc.'s plan?

B3 Advisors, Inc.'s plan reported $2.7M in assets and 1 participants for 2022.

Original filing (PDF)20240722171955NAL0010893745001

B3 Advisors, Inc.

Name: B3 Advisors, Inc. — B3 Advisors, Inc. Profit Sharing, Form 5500 (2022)
Creator: B3 Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B3 Advisors, Inc. Profit Sharing Plan

Defined-contribution retirement plan · B3 Advisors, Inc.'s B3 Advisors, Inc. Profit Sharing Plan held $2.7M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

B3 Advisors, Inc.'s EIN is 95-3199690.

EIN 95-3199690

Plan number 002

Plan year 2022

ACK ID 20240722171955NAL0010893745001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for B3 Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

B3 Advisors, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B3 ADVISORS, INC..

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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