Original filing (PDF)20260205083422NAL0009957714001

Joseph L. Balkan

Name: Joseph L. Balkan — Joseph L. Balkan 401(k) Plan, Form 5500 (2025)
Creator: Joseph L. Balkan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph L. Balkan 401(k) Plan

401(k) retirement plan · Joseph L. Balkan's Joseph L. Balkan 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

AMY Sepulveda signed Joseph L. Balkan's 2025 Form 5500 as plan administrator.

AMY Sepulveda — 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

Joseph L. Balkan's EIN is 11-1967855.

EIN 11-1967855

Plan number 001

Plan year 2025

ACK ID 20260205083422NAL0009957714001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph L. Balkan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph L. Balkan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score