How big is AFP Associates' plan?

AFP Associates' plan reported $473K in assets and 6 participants for 2024.

Original filing (PDF)20250630135700NAL0011237937001

AFP Associates

Name: AFP Associates — AFP Associates 401(k) Plan, Form 5500 (2024)
Creator: AFP Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFP Associates 401(k) Plan

401(k) retirement plan · AFP Associates' AFP Associates 401(k) Plan held $473K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

Plan identifiers

AFP Associates' EIN is 95-4391259.

EIN 95-4391259

Plan number 001

Plan year 2024

ACK ID 20250630135700NAL0011237937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AFP Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AFP Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AFP ASSOCIATES

EIN

all filings

Address

3180 WILLOW LANE, SUITE 102 · WESTLAKE VILLAGE, CA · 91361

Phone

(805) 494-8520

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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