How big is The Social Firm's plan?

The Social Firm's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20251126141212NAL0004749313001

The Social Firm

Name: The Social Firm — The Social Firm SOCA Benefit Plan, Form 5500 (2024)
Creator: The Social Firm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Social Firm SOCA Benefit Plan

Health & welfare plan · The Social Firm's The Social Firm SOCA Benefit Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$602

People on this filing

Matt Appenzeller signed The Social Firm'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

The Social Firm's EIN is 27-3317219.

EIN 27-3317219

Plan number 501

Plan year 2024

ACK ID 20251126141212NAL0004749313001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Social Firm'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 THE SOCIAL FIRM.

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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