How big is Charles Ballou's plan?

Charles Ballou's plan reported $3K in assets and 2 participants for 2024.

Original filing (PDF)20251126140554NAL0007088064001

Charles Ballou

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

Form 5500-SF

FILING_RECEIVED

Charles Ballou SOCA Benefit Plan

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

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$879

People on this filing

Matt Appenzeller signed Charles Ballou'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

Charles Ballou's EIN is 31-1154790.

EIN 31-1154790

Plan number 501

Plan year 2024

ACK ID 20251126140554NAL0007088064001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Ballou'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 CHARLES BALLOU.

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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