How big is Noteefy Inc.'s plan?

Noteefy Inc.'s plan reported $115K in assets and 12 participants for 2024.

Original filing (PDF)20250718145115NAL0000997667001

Noteefy Inc.

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

Form 5500-SF

FILING_RECEIVED

Noteefy.APP 401(k) Plan

401(k) retirement plan · Noteefy Inc.'s Noteefy.APP 401(k) Plan held $115K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

People on this filing

Marcus Bowie signed Noteefy Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Noteefy Inc.'s EIN is 88-1696171.

EIN 88-1696171

Plan number 001

Plan year 2024

ACK ID 20250718145115NAL0000997667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Noteefy Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NOTEEFY INC

EIN

all filings

Address

6078 FRAGRANS WAY · WOODLAND HILLS, CA · 91367

Phone

—

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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