How big is Steve Powell & Co., Inc.'s plan?

Steve Powell & Co., Inc.'s plan reported $54K in assets and 27 participants for 2023.

Original filing (PDF)20250429094656NAL0000236899001

Steve Powell & Co., Inc.

Name: Steve Powell & Co., Inc. — Steve Powell & Co., Inc., Form 5500 (2023)
Creator: Steve Powell & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steve Powell & Co., Inc. GCF Benefit Plan

Health & welfare plan · Steve Powell & Co., Inc.'s Steve Powell & Co., Inc. GCF Benefit Plan held $54K in plan assets for 27 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$54K

Net assets (EOY)

$18K

People on this filing

Morgan Law signed Steve Powell & Co., Inc.'s 2023 Form 5500 as plan administrator.

Morgan Law — 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

Steve Powell & Co., Inc.'s EIN is 58-2210012.

EIN 58-2210012

Plan number 501

Plan year 2023

ACK ID 20250429094656NAL0000236899001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Steve Powell & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Steve Powell & Co., Inc.'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 STEVE POWELL & CO., INC..

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