How big is Karla J. Ballenger's plan?

Karla J. Ballenger's plan reported $576K in assets and 2 participants for 2024.

Original filing (PDF)20250930145518NAL0012432817001

Karla J. Ballenger

Name: Karla J. Ballenger — Karla J. Ballenger Profit, Form 5500 (2024)
Creator: Karla J. Ballenger
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karla J. Ballenger Profit Sharing Plan

Defined-contribution retirement plan · Karla J. Ballenger's Karla J. Ballenger Profit Sharing Plan held $576K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

People on this filing

Anthony Warren signed Karla J. Ballenger's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Karla J. Ballenger's EIN is 47-2403031.

EIN 47-2403031

Plan number 001

Plan year 2024

ACK ID 20250930145518NAL0012432817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Karla J. Ballenger's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KARLA J. BALLENGER.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KARLA J. BALLENGER

EIN

all filings

Address

852 JUMPER ROAD · DELAWARE, OH · 43015

Phone

(614) 774-0095

Industry

Real Estate

Plan administrator