How big is David Begalke & Associates LLC's plan?

David Begalke & Associates LLC's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250501104249NAL0002192739001

David Begalke & Associates LLC

Name: David Begalke & Associates LLC — David Begalke &, Form 5500 (2024)
Creator: David Begalke & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Begalke & Associates LLC 401(k) Plan

401(k) retirement plan · David Begalke & Associates LLC's David Begalke & Associates LLC 401(k) Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

David Begalke & Associates LLC's EIN is 61-1568635.

EIN 61-1568635

Plan number 001

Plan year 2024

ACK ID 20250501104249NAL0002192739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Begalke & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Begalke & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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