How big is SOAR Inc.'s plan?

SOAR Inc.'s plan reported $51K in assets and 25 participants for 2024.

Original filing (PDF)20250703130724NAL0001433122001

SOAR Inc.

Name: SOAR Inc. — SOAR Inc. Retirement Trust, Form 5500 (2024)
Creator: SOAR Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOAR Inc. Retirement Trust

401(k) retirement plan · SOAR Inc.'s SOAR Inc. Retirement Trust held $51K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Plan Sponsor signed SOAR Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

SOAR Inc.'s EIN is 58-1505954.

EIN 58-1505954

Plan number 001

Plan year 2024

ACK ID 20250703130724NAL0001433122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SOAR Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

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

Plan sponsor

Name

SOAR INC

EIN

all filings

Address

226 SOAR LANE · BALSAM, NC · 28707

Phone

(828) 456-3435

Industry

All Other Professional Services· 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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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