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

B3 Advisors, Inc.'s plan reported $1.7M in assets and 1 participants for 2022.

Original filing (PDF)20240722171507NAL0010884769001

B3 Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

B3 Advisors, Inc. Cash Balance Plan

Defined-benefit pension plan · B3 Advisors, Inc.'s B3 Advisors, Inc. Cash Balance Plan held $1.7M in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

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

EIN 95-3199690

Plan number 003

Plan year 2022

ACK ID 20240722171507NAL0010884769001

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 a defined-benefit pension formula, a cash-balance formula.

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 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