How big is Momentum Groups' plan?

Momentum Groups' plan reported $947 in assets and 2 participants for 2024.

Original filing (PDF)20250729141245NAL0004856896001

Momentum Groups

Name: Momentum Groups — Momentum Groups SOCA Benefit Plan, Form 5500 (2024)
Creator: Momentum Groups
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentum Groups SOCA Benefit Plan

Health & welfare plan · Momentum Groups' Momentum Groups SOCA Benefit Plan held $947 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$947

Net assets (EOY)

$335

People on this filing

Matt Appenzeller signed Momentum Groups' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Momentum Groups' EIN is 04-3826922.

EIN 04-3826922

Plan number 502

Plan year 2024

ACK ID 20250729141245NAL0004856896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Momentum Groups from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Groups' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score