How big is Beeline Financial Holdings' plan?

Beeline Financial Holdings' plan reported $1.6M in assets and 59 participants for 2025.

Original filing (PDF)20260513124551NAL0009199536001

Beeline Financial Holdings

Name: Beeline Financial Holdings — Beeline Financial, Form 5500 (2025)
Creator: Beeline Financial Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beeline Financial Holdings 401(k) Plan

401(k) retirement plan · Beeline Financial Holdings' Beeline Financial Holdings 401(k) Plan held $1.6M in plan assets for 59 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

JESS Kennedy signed Beeline Financial Holdings' 2025 Form 5500 as plan administrator.

JESS Kennedy — 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

Beeline Financial Holdings' EIN is 83-2167279.

EIN 83-2167279

Plan number 001

Plan year 2025

ACK ID 20260513124551NAL0009199536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Beeline Financial Holdings from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Beeline Financial Holdings' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEELINE FINANCIAL HOLDINGS.

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Plan health score

Above-average plan

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

Knocking points off