How big is Disciplined Equity Management, Inc.'s plan?

Disciplined Equity Management, Inc.'s plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250721140405NAL0000727107001

Disciplined Equity Management, Inc.

Name: Disciplined Equity Management, Inc. — Disciplined, Form 5500 (2024)
Creator: Disciplined Equity Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Disciplined Equity Management, Inc. Cash Balance Plan

Defined-benefit pension plan · Disciplined Equity Management, Inc.'s Disciplined Equity Management, Inc. Cash Balance Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Disciplined Equity Management, Inc.'s EIN is 59-3691907.

EIN 59-3691907

Plan number 002

Plan year 2024

ACK ID 20250721140405NAL0000727107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Disciplined Equity Management, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DISCIPLINED EQUITY MANAGEMENT, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score