How big is Atchley Financial Group, Inc.'s plan?

Atchley Financial Group, Inc.'s plan reported $1.2M in assets and 6 participants for 2025.

Original filing (PDF)20260204161450NAL0005992576001

Atchley Financial Group, Inc.

Name: Atchley Financial Group, Inc. — Atchley Financial, Form 5500 (2025)
Creator: Atchley Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atchley Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Atchley Financial Group, Inc.'s Atchley Financial Group, Inc. 401(k) Plan held $1.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Atchley Financial Group, Inc.'s EIN is 95-4834932.

EIN 95-4834932

Plan number 001

Plan year 2025

ACK ID 20260204161450NAL0005992576001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Atchley Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Atchley Financial Group, Inc.'s plan includes profit-sharing, 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 ATCHLEY FINANCIAL GROUP, 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