How big is Micheli Baldwin Mortimer's plan?

Micheli Baldwin Mortimer's plan reported $8K in assets and 8 participants for 2024.

Original filing (PDF)20251126140803NAL0007002912001

Micheli Baldwin Mortimer

Name: Micheli Baldwin Mortimer — Micheli Baldwin Mortimer, Form 5500 (2024)
Creator: Micheli Baldwin Mortimer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Micheli Baldwin Mortimer SOCA Benefit Plan

Health & welfare plan · Micheli Baldwin Mortimer's Micheli Baldwin Mortimer SOCA Benefit Plan held $8K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed Micheli Baldwin Mortimer's 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

Micheli Baldwin Mortimer's EIN is 05-0613935.

EIN 05-0613935

Plan number 501

Plan year 2024

ACK ID 20251126140803NAL0007002912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Micheli Baldwin Mortimer's plan includes health coverage.

Decision-maker contacts

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

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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