How big is JOSH BALZ LLC's plan?

JOSH BALZ LLC's plan reported $4K in assets and 9 participants for 2022.

Original filing (PDF)20230511110654NAL0060132354001

JOSH BALZ LLC

Name: JOSH BALZ LLC — JOSH BALZ LLC 401(k) Profit Sharing, Form 5500 (2022)
Creator: JOSH BALZ LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JOSH BALZ LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · JOSH BALZ LLC's JOSH BALZ LLC 401(k) Profit Sharing Plan & Trust held $4K in plan assets for 9 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Edward Rojas signed JOSH BALZ LLC's 2022 Form 5500 as plan administrator.

Edward Rojas — 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

JOSH BALZ LLC's EIN is 45-5144813.

EIN 45-5144813

Plan number 001

Plan year 2022

ACK ID 20230511110654NAL0060132354001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for JOSH BALZ LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

JOSH BALZ LLC's 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 JOSH BALZ LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off