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Balanced CPAs LLC

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Entity Number 10033087

Status Good Standing

NameBalanced CPAs LLC

Date of registration 29 Oct 2015 (9 years ago)

Legal typeLimited Liability Company

Place of FormationALASKA

Address 310 K STREET, SUITE 401, ANCHORAGE, AK 99501

Address ZIP code 99501

Activity

Line of Business

54 Professional, Scientific and Technical Services

NAICS

541211 OFFICES OF CERTIFIED PUBLIC ACCOUNTANTS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants File

BALANCED CPAS, LLC 401(K) PLAN

2023

475463961

2024-08-30

BALANCED CPAS, LLC

7

View Page

Three-digit plan number (PN)001
Effective date of plan2017-01-01
Business code541211
Sponsor’s telephone number9075225445
Plan sponsor’s address310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of

RolePlan administrator
Date2024-08-30
Name of individual signingEVELYNA CALDWELL

BALANCED CPAS, LLC 401(K) PLAN

2022

475463961

2023-06-26

BALANCED CPAS, LLC

6

View Page

Three-digit plan number (PN)001
Effective date of plan2017-01-01
Business code541211
Sponsor’s telephone number9075225445
Plan sponsor’s address310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of

RolePlan administrator
Date2023-06-26
Name of individual signingEVELYNA CALDWELL

BALANCED CPAS, LLC 401(K) PLAN

2021

475463961

2022-09-26

BALANCED CPAS, LLC

6

View Page

Three-digit plan number (PN)001
Effective date of plan2017-01-01
Business code541211
Sponsor’s telephone number9075225445
Plan sponsor’s address310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of

RolePlan administrator
Date2022-09-26
Name of individual signingEVELYNA CALDWELL

BALANCED CPAS, LLC 401(K) PLAN

2020

475463961

2021-03-23

BALANCED CPAS, LLC

7

View Page

Three-digit plan number (PN)001
Effective date of plan2017-01-01
Business code541211
Sponsor’s telephone number9075225445
Plan sponsor’s address310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of

RolePlan administrator
Date2021-03-23
Name of individual signingEVELYNA CALDWELL

BALANCED CPAS, LLC 401(K) PLAN

2019

475463961

2020-05-27

BALANCED CPAS, LLC

6

View Page

Three-digit plan number (PN)001
Effective date of plan2017-01-01
Business code541211
Sponsor’s telephone number9076464105
Plan sponsor’s address235 E. 8TH AVE, SUITE 3B, ANCHORAGE, AK, 99501

Signature of

RolePlan administrator
Date2020-05-27
Name of individual signingEVELYNA CALDWELL

BALANCED CPAS, LLC 401(K) PLAN

2018

475463961

2019-03-10

BALANCED CPAS, LLC

5

Three-digit plan number (PN)001
Effective date of plan2017-01-01
Business code541211
Sponsor’s telephone number9076464105
Plan sponsor’s address235 E. 8TH AVE, SUITE 3B, ANCHORAGE, AK, 99501

Signature of

RolePlan administrator
Date2019-03-09
Name of individual signingEVELYNA CALDWELL

BALANCED CPAS, LLC 401(K) PLAN

2017

475463961

2018-09-20

BALANCED CPAS, LLC

2

View Page

Three-digit plan number (PN)001
Effective date of plan2017-01-01
Business code541211
Sponsor’s telephone number9076464105
Plan sponsor’s address235 E. 8TH AVE, SUITE 3B, ANCHORAGE, AK, 99501

Signature of

RolePlan administrator
Date2018-09-20
Name of individual signingEVELYNA KUHR

Manager

Name Role

Evelyna Caldwell

Manager

Member

Name Role

Evelyna Caldwell

Member

Registered Agent

Name Role

Evelyna Kuhr

Registered Agent

Licenses

Type License Number Status Date of issue Date of renewal Expiration date Description

Business License

1039207

Active

2016-06-30

2023-01-02

2024-12-31

LOB: 54 - Professional, Scientific and Technical Services, NAICS: 541211 - OFFICES OF CERTIFIED PUBLIC ACCOUNTANTS

Date of last update: 26 Aug 2024

Sources

Company info