How big is Stoneburner Wealth's plan?

Stoneburner Wealth's plan reported $794 in assets and 2 participants for 2024.

Original filing (PDF)20250729141640NAL0007770274001

Stoneburner Wealth

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

Form 5500-SF

FILING_RECEIVED

Stoneburner Wealth SOCA Benefit Plan

Health & welfare plan · Stoneburner Wealth's Stoneburner Wealth SOCA Benefit Plan held $794 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$794

Net assets (EOY)

$281

People on this filing

Matt Appenzeller signed Stoneburner Wealth'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

Stoneburner Wealth's EIN is 27-0863721.

EIN 27-0863721

Plan number 501

Plan year 2024

ACK ID 20250729141640NAL0007770274001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stoneburner Wealth'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 STONEBURNER WEALTH.

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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