Balanced Financial Concepts LLC (EIN 46-4263266) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.6M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Balanced Financial Concepts 401(k) Plan | 001 | 5 | $1.6M |
| Balanced Financial Concepts SOCA Benefit Plan | 501 | 3 | $12K |
46-4263266 is the Employer Identification Number (EIN) Balanced Financial Concepts LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
