How big is Balanced Financial Concepts' plan?

Balanced Financial Concepts' plan reported $12K in assets and 3 participants for 2024.

Original filing (PDF)20251126140321NAL0009459746001

Balanced Financial Concepts

Name: Balanced Financial Concepts — Balanced Financial, Form 5500 (2024)
Creator: Balanced Financial Concepts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Financial Concepts SOCA Benefit Plan

Health & welfare plan · Balanced Financial Concepts' Balanced Financial Concepts SOCA Benefit Plan held $12K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

People on this filing

Matt Appenzeller signed Balanced Financial Concepts' 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

Balanced Financial Concepts' EIN is 46-4263266.

EIN 46-4263266

Plan number 501

Plan year 2024

ACK ID 20251126140321NAL0009459746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Financial Concepts' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCED FINANCIAL CONCEPTS.

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