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ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN 401k Plan overview

Plan NameARMSTRONG FINANCIAL PARTNERS 401(K) PLAN
Plan identification number 001

ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ARMSTRONG FAMILY ENTERPRISES, LLC DBA ARMSTRONG FINANCIAL PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:ARMSTRONG FAMILY ENTERPRISES, LLC DBA ARMSTRONG FINANCIAL PARTNERS
Employer identification number (EIN):472855397
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT ARMSTRONG2024-06-04
0012022-01-01ROBERT ARMSTRONG2023-09-11
0012021-01-01ROBERT ARMSTRONG2022-05-24
0012020-01-01ROBERT ARMSTRONG2021-09-15
0012019-01-01ROBERT ARMSTRONG2020-07-16
0012018-01-01ROBERT ARMSTRONG2019-04-22
0012017-01-01ROBERT ARMSTRONG2018-05-10
0012016-01-01ROBERT ARMSTRONG2017-06-02

Plan Statistics for ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN

401k plan membership statisitcs for ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN

Measure Date Value
2025: ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-223
Total number of particpants at end of year2025-05-224
Number of Participants With Account Balances2025-05-224
2024: ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-093
Total number of particpants at end of year2024-06-093
Number of Participants With Account Balances2024-06-093

Financial Data on ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN

Measure Date Value
2025 : ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-220
Net assets as of the end of the plan year2025-05-22600603
Total assets as of the beginning of the plan year2025-05-22475010
Value of plan covered by a fidelity bond2025-05-22500000
Participant contributions to plan in this plan year2025-05-2267485
Value of participant loans at end of plan year2025-05-220
Other contributions to plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-2251604
Plan net income in this plan year2025-05-22125593
Net assets as of the end of the plan year2025-05-22600603
Net assets as of the beginning of the plan year2025-05-22475010
Value of contributions failed to transmitted timely2025-05-220
Employer contributions to plan in this plan year2025-05-226504
Fees paid to broker by Benefit Provider2025-05-22269
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-220
2024 : ARMSTRONG FINANCIAL PARTNERS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-094910
Net assets as of the end of the plan year2024-06-09475010
Total assets as of the beginning of the plan year2024-06-09345037
Value of plan covered by a fidelity bond2024-06-09500000
Participant contributions to plan in this plan year2024-06-0959274
Other contributions to plan in this plan year2024-06-090
Other income to plan in this plan year2024-06-0967366
Plan net income in this plan year2024-06-09129973
Net assets as of the end of the plan year2024-06-09475010
Net assets as of the beginning of the plan year2024-06-09345037
Employer contributions to plan in this plan year2024-06-098243
Fees paid to broker by Benefit Provider2024-06-09202
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-094910

Potentially related plans

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