How big is Kevin Paasch's plan?

Kevin Paasch's plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20250929130645NAL0026821730001

Kevin Paasch

Name: Kevin Paasch — Kevin Paasch Cash Balance Plan, Form 5500 (2024)
Creator: Kevin Paasch
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin Paasch Cash Balance Plan

Defined-benefit pension plan · Kevin Paasch's Kevin Paasch Cash Balance Plan held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kevin Paasch signed Kevin Paasch's 2024 Form 5500 as plan administrator.

Kevin Paasch — 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

Kevin Paasch's EIN is 20-4369838.

EIN 20-4369838

Plan number 002

Plan year 2024

ACK ID 20250929130645NAL0026821730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin Paasch's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KEVIN PAASCH

EIN

all filings

Address

919 FIRST COLONIAL · SUITE C · VIRGINIA BEACH, VA · 23454

Phone

(757) 493-4346

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Trimp Wealth Management, Inc.

Trimp Wealth Management, Inc. 401(k) Profit Sharing Plan

$1.0M · 4 participants

The Stanich Group DBA Cultivating Wealth

The Stanich Group DBA Cultivating Wealth 401(k) Plan

$1.0M · 5 participants

Consilium Wealth Advisory, LLC

Consilium Wealth Advisory, LLC 401(k) Plan

$1.0M · 6 participants

Zephyrus Aviation Capital LLC

$1.0M · 8 participants

Trankler Wealth Management LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.