Original filing (PDF)20250413113458NAL0000381793001

CHAMPION FINANCIAL PLANNING GROUP

Name: CHAMPION FINANCIAL PLANNING GROUP — U/A 01/01/2005 FBO DAVID BALLARD, Form 5500 (2024)
Creator: CHAMPION FINANCIAL PLANNING GROUP

Form 5500-SF

FILING_RECEIVED

U/A 01/01/2005 FBO DAVID BALLARD

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMPION FINANCIAL PLANNING GROUP.

Plan sponsor

Name

CHAMPION FINANCIAL PLANNING GROUP

EIN

36-4526591

Address

801 COMPASS WAY STE 216 · ANNAPOLIS, MD · 214017818

Phone

(443) 994-8719

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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