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| Plan Name | ARMSTRONG FINANCIAL GROUP 401(K) PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ARMSTRONG FINANCIAL GROUP, LLC. |
| Employer identification number (EIN): | 473566113 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | KATHERINE BAYS ARMSTRONG | 2016-06-01 |
| Measure | Date | Value |
|---|---|---|
| 2022 : ARMSTRONG FINANCIAL GROUP 401(K) PLAN & TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-20 | 0 |
| Net assets as of the end of the plan year | 2022-04-20 | 413573 |
| Total assets as of the beginning of the plan year | 2022-04-20 | 285028 |
| Value of plan covered by a fidelity bond | 2022-04-20 | 40000 |
| Participant contributions to plan in this plan year | 2022-04-20 | 32216 |
| Other income to plan in this plan year | 2022-04-20 | 33745 |
| Plan net income in this plan year | 2022-04-20 | 128545 |
| Net assets as of the end of the plan year | 2022-04-20 | 413573 |
| Net assets as of the beginning of the plan year | 2022-04-20 | 285028 |
| Employer contributions to plan in this plan year | 2022-04-20 | 62584 |
| Fees paid to broker by Benefit Provider | 2022-04-20 | 161 |
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