Original filing (PDF)20251007153952NAL0004792225001

Bob Danielson, Inc. DBA Battersby Danielson Azbell

Name: Bob Danielson, Inc. DBA Battersby Danielson Azbell — Form 5500 Plan 002 (2024)
Creator: Bob Danielson, Inc. DBA Battersby Danielson Azbell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bob Danielson, Inc. DBA Battersby Danielson Azbell Cash Balance Plan

Defined-benefit pension plan · Bob Danielson, Inc. DBA Battersby Danielson Azbell's Bob Danielson, Inc. DBA Battersby Danielson Azbell Cash Balance Plan held $1.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

AMY Warrum signed Bob Danielson, Inc. DBA Battersby Danielson Azbell's 2024 Form 5500 as plan administrator.

AMY Warrum — 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

Bob Danielson, Inc. DBA Battersby Danielson Azbell's EIN is 20-8040889.

EIN 20-8040889

Plan number 002

Plan year 2024

ACK ID 20251007153952NAL0004792225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bob Danielson, Inc. DBA Battersby Danielson Azbell from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bob Danielson, Inc. DBA Battersby Danielson Azbell'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 BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL.

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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