How big is Zerbe & Pence PLLC's plan?

Zerbe & Pence PLLC's plan reported $889K in assets and 4 participants for 2024.

Original filing (PDF)20250721071439NAL0002408834001

Zerbe & Pence PLLC

Name: Zerbe & Pence PLLC — Zerbe & Pence PLLC 401(k), Form 5500 (2024)
Creator: Zerbe & Pence PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zerbe & Pence PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Zerbe & Pence PLLC's Zerbe & Pence PLLC 401(k) Profit Sharing Plan held $889K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$889K

Net assets (EOY)

$889K

People on this filing

David Pence signed Zerbe & Pence PLLC's 2024 Form 5500 as plan administrator.

David Pence — 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

Zerbe & Pence PLLC's EIN is 27-1016886.

EIN 27-1016886

Plan number 001

Plan year 2024

ACK ID 20250721071439NAL0002408834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zerbe & Pence PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zerbe & Pence PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZERBE & PENCE PLLC.

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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