· 2022–2024 · DOL EFAST2

Balanced CPAS, LLC — Balanced CPAS, LLC 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251002141507NAL0000386723001

Balanced CPAS, LLC

Form 5500-SF

FILING_RECEIVED

Balanced CPAS, LLC 401(k) Plan

401(k) retirement plan · Balanced CPAS, LLC's Balanced CPAS, LLC 401(k) Plan held $200K in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

7

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BALANCED CPAS, LLC

EIN

47-5463961all filings

Address

310 K STREET · SUITE 401 · ANCHORAGE, AK · 99501

Phone

(907) 522-5445

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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