How big is Brian Bishop FIN Advisors' plan?

Brian Bishop FIN Advisors' plan reported $2K in assets and 4 participants for 2024.

Original filing (PDF)20250729140754NAL0001674083001

Brian Bishop FIN Advisors

Name: Brian Bishop FIN Advisors — Brian Bishop FIN, Form 5500 (2024)
Creator: Brian Bishop FIN Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Bishop FIN Advisors SOCA Benefit Plan

Health & welfare plan · Brian Bishop FIN Advisors' Brian Bishop FIN Advisors SOCA Benefit Plan held $2K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$802

People on this filing

Matt Appenzeller signed Brian Bishop FIN Advisors' 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

Brian Bishop FIN Advisors' EIN is 11-3670197.

EIN 11-3670197

Plan number 501

Plan year 2024

ACK ID 20250729140754NAL0001674083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian Bishop FIN Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Bishop FIN Advisors' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN BISHOP FIN ADVISORS.

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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