How big is BSB Partners CPAS' plan?

BSB Partners CPAS' plan reported $20K in assets and 9 participants for 2024.

Original filing (PDF)20251126140521NAL0004719601001

BSB Partners CPAS

Name: BSB Partners CPAS — BSB Partners CPAS SOCA Benefit, Form 5500 (2024)
Creator: BSB Partners CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BSB Partners CPAS SOCA Benefit Plan

Health & welfare plan · BSB Partners CPAS' BSB Partners CPAS SOCA Benefit Plan held $20K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20K

Net assets (EOY)

$7K

People on this filing

Matt Appenzeller signed BSB Partners CPAS' 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

BSB Partners CPAS' EIN is 26-2890963.

EIN 26-2890963

Plan number 501

Plan year 2024

ACK ID 20251126140521NAL0004719601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BSB Partners CPAS' plan includes health coverage.

Decision-maker contacts

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

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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