How big is Independent Capital Management's plan?

Independent Capital Management's plan reported $22K in assets and 5 participants for 2024.

Original filing (PDF)20251126140809NAL0009562434001

Independent Capital Management

Name: Independent Capital Management — Independent Capital, Form 5500 (2024)
Creator: Independent Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Independent Capital Management SOCA Benefit Plan

Health & welfare plan · Independent Capital Management's Independent Capital Management SOCA Benefit Plan held $22K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22K

Net assets (EOY)

$7K

People on this filing

Matt Appenzeller signed Independent Capital Management's 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

Independent Capital Management's EIN is 26-3029556.

EIN 26-3029556

Plan number 501

Plan year 2024

ACK ID 20251126140809NAL0009562434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Independent Capital Management's plan includes health coverage.

Decision-maker contacts

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

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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