How big is Balanced Equities, Inc.'s plan?

Balanced Equities, Inc.'s plan reported $20K in assets and 2 participants for 2024.

Original filing (PDF)20251028130339NAL0009865872001

Balanced Equities, Inc.

Name: Balanced Equities, Inc. — Balanced Equities, Inc., Form 5500 (2024)
Creator: Balanced Equities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Equities, Inc. GCF Benefit Plan

Health & welfare plan · Balanced Equities, Inc.'s Balanced Equities, Inc. GCF Benefit Plan held $20K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20K

Net assets (EOY)

$7K

People on this filing

Morgan Law signed Balanced Equities, Inc.'s 2024 Form 5500 as plan administrator.

Morgan Law — 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

Balanced Equities, Inc.'s EIN is 13-4204065.

EIN 13-4204065

Plan number 501

Plan year 2024

ACK ID 20251028130339NAL0009865872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balanced Equities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Equities, Inc.'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 BALANCED EQUITIES, INC..

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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