OpenERISA

Paladini Financial Advisors, LLC

Arlington, TX, 76006

EIN 47-4139945
Plans
2
Total participants
39
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in TexasFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Paladini Financial Advisors, LLC 401K Profit Sharing Plan And Trust0
2024Form 5500-SF001Paladini Financial Advisors, LLC 401(K) Profit Sharing Plan And Trust0
2024Form 5500-SF002Paladini Financial Advisors, LLC Cash Balance Plan0
2024Form 5500-SF002Paladini Financial Advisors, LLC Cash Balance Plan0
2023Form 5500-SF001Paladini Financial Advisors, LLC 401K Profit Sharing Plan And Trust4
2023Form 5500-SF002Paladini Financial Advisors, LLC Cash Balance Plan4
2022Form 5500-SF001Paladini Financial Management, INC. 401K Profit Sharing Plan And Trust5
2022Form 5500-SF002Paladini Financial Advisors, LLC Cash Balance Plan6
2021Form 5500-SF001Paladini Financial Management, INC. 401K Profit Sharing Plan And Trust5
2021Form 5500-SF002Paladini Financial Advisors, LLC Cash Balance Plan5
2020Form 5500-SF001Paladini Financial Management, INC. 401K Profit Sharing Plan And Trust5
2020Form 5500-SF002Paladini Financial Advisors, LLC Cash Balance Plan5

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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