How big is Beyond Balance Inc.'s plan?

Beyond Balance Inc.'s plan reported $580K in assets and 12 participants for 2024.

Original filing (PDF)20250512113036NAL0012633011001

Beyond Balance Inc.

Name: Beyond Balance Inc. — Beyond Balance Inc. 401(k) P/S, Form 5500 (2024)
Creator: Beyond Balance Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beyond Balance Inc. 401(k) P/S Plan

401(k) retirement plan · Beyond Balance Inc.'s Beyond Balance Inc. 401(k) P/S Plan held $580K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

People on this filing

Bill Maher signed Beyond Balance Inc.'s 2024 Form 5500 as plan administrator.

Bill Maher — 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

Beyond Balance Inc.'s EIN is 80-0019824.

EIN 80-0019824

Plan number 001

Plan year 2024

ACK ID 20250512113036NAL0012633011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

BEYOND BALANCE INC.

EIN

all filings

Address

5789 STATE FARM DR STE 180 · ROHNERT PARK, CA · 94928

Phone

(707) 584-0466

Industry

Health Care & Social Assistance

Plan administrator