How big is TBSE, Inc.'s plan?

TBSE, Inc.'s plan reported $459K in assets and 7 participants for 2025.

Original filing (PDF)20260424113357NAL0009048832001

TBSE, Inc.

Name: TBSE, Inc. — TBSE, Inc. Cash Balance Plan, Form 5500 (2025)
Creator: TBSE, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TBSE, Inc. Cash Balance Plan

Defined-benefit pension plan · TBSE, Inc.'s TBSE, Inc. Cash Balance Plan held $459K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$459K

Net assets (EOY)

$459K

People on this filing

Luke Balling signed TBSE, Inc.'s 2025 Form 5500 as plan administrator.

Luke Balling — 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

TBSE, Inc.'s EIN is 87-0492516.

EIN 87-0492516

Plan number 002

Plan year 2025

ACK ID 20260424113357NAL0009048832001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TBSE, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TBSE, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 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.

Plan sponsor

Name

TBSE, INC.

EIN

all filings

Address

1355 NORTH MAIN STREET SUITE #2 · BOUNTIFUL, UT · 84010

Phone

(801) 298-8795

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-24

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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

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