Original filing (PDF)20231227160816NAL0005469171001

Balch Consulting, LLC

Name: Balch Consulting, LLC — Elevated Insights 401(k), Form 5500 (2022)
Creator: Balch Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevated Insights 401(k) Plan

401(k) retirement plan · Balch Consulting, LLC's Elevated Insights 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Deborah Balch signed Balch Consulting, LLC's 2022 Form 5500 as plan administrator.

Deborah Balch — 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

Balch Consulting, LLC's EIN is 26-2950989.

EIN 26-2950989

Plan number 001

Plan year 2022

ACK ID 20231227160816NAL0005469171001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Balch Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Balch Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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