How big is Balboa Financial's plan?

Balboa Financial's plan reported $1.0M in assets and 2 participants for 2022.

Original filing (PDF)20230724115457NAL0004345875001

Balboa Financial

Name: Balboa Financial — Balboa Financial Profit Sharing, Form 5500 (2022)
Creator: Balboa Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balboa Financial Profit Sharing Plan

401(k) retirement plan · Balboa Financial's Balboa Financial Profit Sharing Plan held $1.0M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Balboa Financial's EIN is 05-0566595.

EIN 05-0566595

Plan number 001

Plan year 2022

ACK ID 20230724115457NAL0004345875001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Balboa Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Balboa Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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