Original filing (PDF)20251009044938NAL0006513217001

J. BELDING ADVISORS LLC

Name: J. BELDING ADVISORS LLC — J. BELDING ADVISORS LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: J. BELDING ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

J. BELDING ADVISORS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. BELDING ADVISORS LLC.

Plan sponsor

Name

J. BELDING ADVISORS LLC

EIN

86-4000590

Address

2537 MORNING STAR DR. · HINCKLEY, OH · 44233

Phone

(330) 321-1044

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

BARANTEC INC

BARANTEC INC 401 K PROFIT SHARING PLAN TRUST

$257K · 9 participants

TECH WORKS, INC.

TECH WORKS, INC. PLAN

$257K · 3 participants

ASSEMBLAGE CONSULTING, LLC

ASSEMBLAGE CONSULTING, LLC 401(K) PLAN

$257K · 1 participants

INTEGRATED WEB STRATEGY, LLC

INTEGRATED WEB STRATEGY CASH BALANCE PLAN

$257K · 7 participants

STANNP, INC.

STANNP, INC. 401(K) PLAN

$257K · 5 participants