How big is Balam Wealth Management's plan?

Balam Wealth Management's plan reported $97K in assets and 4 participants for 2022.

Original filing (PDF)20231012142045NAL0032129377001

Balam Wealth Management

Name: Balam Wealth Management — Balam Wealth Management, Form 5500 (2022)
Creator: Balam Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balam Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Balam Wealth Management's Balam Wealth Management 401(k) Profit Sharing Plan held $97K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan identifiers

Balam Wealth Management's EIN is 26-0660925.

EIN 26-0660925

Plan number 001

Plan year 2022

ACK ID 20231012142045NAL0032129377001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Balam Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Balam Wealth Management'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 BALAM WEALTH MANAGEMENT.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score