How big is Formidable Asset Managemnt's plan?

Formidable Asset Managemnt's plan reported $18K in assets and 21 participants for 2024.

Original filing (PDF)20250729140930NAL0002897505001

Formidable Asset Managemnt

Name: Formidable Asset Managemnt — Formidable Asset, Form 5500 (2024)
Creator: Formidable Asset Managemnt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Formidable Asset Managemnt SOCA Benefit Plan

Health & welfare plan · Formidable Asset Managemnt's Formidable Asset Managemnt SOCA Benefit Plan held $18K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

People on this filing

Matt Appenzeller signed Formidable Asset Managemnt'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

Formidable Asset Managemnt's EIN is 46-2376509.

EIN 46-2376509

Plan number 501

Plan year 2024

ACK ID 20250729140930NAL0002897505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Formidable Asset Managemnt'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 FORMIDABLE ASSET MANAGEMNT.

Finding similar companies…

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