How big is Signal Tree Financial Partners' plan?

Signal Tree Financial Partners' plan reported $679 in assets and 3 participants for 2023.

Original filing (PDF)20250327132711NAL0029218352001

Signal Tree Financial Partners

Name: Signal Tree Financial Partners — Signal Tree, Form 5500 (2023)
Creator: Signal Tree Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Signal Tree Financial Partners SOCA Benefit Plan

Health & welfare plan · Signal Tree Financial Partners' Signal Tree Financial Partners SOCA Benefit Plan held $679 in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$679

Net assets (EOY)

$209

People on this filing

Matt Appenzeller signed Signal Tree Financial Partners' 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

Signal Tree Financial Partners' EIN is 86-1311461.

EIN 86-1311461

Plan number 501

Plan year 2023

ACK ID 20250327132711NAL0029218352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Signal Tree Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Signal Tree Financial Partners' plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

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