How big is Soesbe Financial's plan?

Soesbe Financial's plan reported $19K in assets and 1 participants for 2024.

Original filing (PDF)20250715134202NAL0002232481001

Soesbe Financial

Name: Soesbe Financial — Soesbe Financial 401(k) Plan, Form 5500 (2024)
Creator: Soesbe Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soesbe Financial 401(k) Plan

401(k) retirement plan · Soesbe Financial's Soesbe Financial 401(k) Plan held $19K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Susan Soesbe signed Soesbe Financial's 2024 Form 5500 as plan administrator.

Susan Soesbe — 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

Soesbe Financial's EIN is 84-4320067.

EIN 84-4320067

Plan number 001

Plan year 2024

ACK ID 20250715134202NAL0002232481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Soesbe Financial's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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