How big is Parkview Partners Cap Mgmt's plan?

Parkview Partners Cap Mgmt's plan reported $3K in assets and 5 participants for 2023.

Original filing (PDF)20250327132524NAL0017358945001

Parkview Partners Cap Mgmt

Name: Parkview Partners Cap Mgmt — Parkview Partners Cap, Form 5500 (2023)
Creator: Parkview Partners Cap Mgmt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Parkview Partners Cap Mgmt SOCA Benefit Plan

Health & welfare plan · Parkview Partners Cap Mgmt's Parkview Partners Cap Mgmt SOCA Benefit Plan held $3K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$974

People on this filing

Matt Appenzeller signed Parkview Partners Cap Mgmt's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Parkview Partners Cap Mgmt's EIN is 81-2060504.

EIN 81-2060504

Plan number 501

Plan year 2023

ACK ID 20250327132524NAL0017358945001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Parkview Partners Cap Mgmt from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Parkview Partners Cap Mgmt'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 PARKVIEW PARTNERS CAP MGMT.

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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