How big is Balog and Associate CPAS' plan?

Balog and Associate CPAS' plan reported $170K in assets and 3 participants for 2024.

Original filing (PDF)20250717141838NAL0000747042001

Balog and Associate CPAS

Name: Balog and Associate CPAS — Balog and Associate CPAS, Form 5500 (2024)
Creator: Balog and Associate CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balog and Associate CPAS 401(k) Plan

401(k) retirement plan · Balog and Associate CPAS' Balog and Associate CPAS 401(k) Plan held $170K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

People on this filing

Marcus Bowie signed Balog and Associate CPAS' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Balog and Associate CPAS' EIN is 27-1553286.

EIN 27-1553286

Plan number 001

Plan year 2024

ACK ID 20250717141838NAL0000747042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balog and Associate CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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