How big is Balanced Capital & Insurance's plan?

Balanced Capital & Insurance's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250722122118NAL0002733713001

Balanced Capital & Insurance

Name: Balanced Capital & Insurance — Balanced Capital &, Form 5500 (2024)
Creator: Balanced Capital & Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Capital & Insurance 401(k) Profit Sharing Plan

401(k) retirement plan · Balanced Capital & Insurance's Balanced Capital & Insurance 401(k) Profit Sharing Plan held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Michelle Straub signed Balanced Capital & Insurance's 2024 Form 5500 as plan administrator.

Michelle Straub — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Balanced Capital & Insurance's EIN is 01-0697815.

EIN 01-0697815

Plan number 001

Plan year 2024

ACK ID 20250722122118NAL0002733713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balanced Capital & Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Capital & Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCED CAPITAL & INSURANCE.

Finding similar companies…

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