How big is Brock BEAL's plan?

Brock BEAL's plan reported $3K in assets and 1 participants for 2024.

Original filing (PDF)20250717164240NAL0000974720001

Brock BEAL

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

Form 5500-SF

FILING_RECEIVED

Brock BEAL 401(k) Plan

401(k) retirement plan · Brock BEAL's Brock BEAL 401(k) Plan held $3K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Marcus Bowie signed Brock BEAL'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

Brock BEAL's EIN is 99-0473206.

EIN 99-0473206

Plan number 001

Plan year 2024

ACK ID 20250717164240NAL0000974720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brock BEAL'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

BROCK BEAL

EIN

all filings

Address

1592 UNION ST · SAN FRANCISCO, CA · 94123

Phone

(720) 530-7827

Industry

CPA Offices· 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

2025-07-17

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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