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  5. Balanced CPAs LLC

Balanced CPAs LLC

Contents

Company Details

Name: Balanced CPAs LLC
Jurisdiction: Alaska
Legal type: Limited Liability Company
Status: Good Standing
Date of registration: 29 Oct 2015 (9 years ago)
Entity Number: 10033087
ZIP code: 99501
County: Anchorage
Place of Formation: ALASKA
Address: 310 K STREET, SUITE 401, ANCHORAGE, AK 99501

Activity

Line of Business

54 Professional, Scientific and Technical Services

NAICS

541211 OFFICES OF CERTIFIED PUBLIC ACCOUNTANTS

Officers

Name Role
Evelyna Caldwell Manager
Evelyna Caldwell Member
Evelyna Kuhr Registered Agent

Form 5500

Plan Name Plan Year EIN/PN Received Total number of participants
BALANCED CPAS, LLC 401(K) PLAN 2023 475463961 2024-08-30 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Sponsor BALANCED CPAS, LLC
Business code 541211
Sponsor’s telephone number 9075225445
Plan sponsor’s address 310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of
Role Plan administrator
Date 2024-08-30
Name of individual signing EVELYNA CALDWELL
BALANCED CPAS, LLC 401(K) PLAN 2022 475463961 2023-06-26 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Sponsor BALANCED CPAS, LLC
Business code 541211
Sponsor’s telephone number 9075225445
Plan sponsor’s address 310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of
Role Plan administrator
Date 2023-06-26
Name of individual signing EVELYNA CALDWELL
BALANCED CPAS, LLC 401(K) PLAN 2021 475463961 2022-09-26 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Sponsor BALANCED CPAS, LLC
Business code 541211
Sponsor’s telephone number 9075225445
Plan sponsor’s address 310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of
Role Plan administrator
Date 2022-09-26
Name of individual signing EVELYNA CALDWELL
BALANCED CPAS, LLC 401(K) PLAN 2020 475463961 2021-03-23 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Sponsor BALANCED CPAS, LLC
Business code 541211
Sponsor’s telephone number 9075225445
Plan sponsor’s address 310 K STREET, SUITE 401, ANCHORAGE, AK, 99501

Signature of
Role Plan administrator
Date 2021-03-23
Name of individual signing EVELYNA CALDWELL
BALANCED CPAS, LLC 401(K) PLAN 2019 475463961 2020-05-27 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Sponsor BALANCED CPAS, LLC
Business code 541211
Sponsor’s telephone number 9076464105
Plan sponsor’s address 235 E. 8TH AVE, SUITE 3B, ANCHORAGE, AK, 99501

Signature of
Role Plan administrator
Date 2020-05-27
Name of individual signing EVELYNA CALDWELL
BALANCED CPAS, LLC 401(K) PLAN 2018 475463961 2019-03-10 5
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Sponsor BALANCED CPAS, LLC
Business code 541211
Sponsor’s telephone number 9076464105
Plan sponsor’s address 235 E. 8TH AVE, SUITE 3B, ANCHORAGE, AK, 99501

Signature of
Role Plan administrator
Date 2019-03-09
Name of individual signing EVELYNA CALDWELL
BALANCED CPAS, LLC 401(K) PLAN 2017 475463961 2018-09-20 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Sponsor BALANCED CPAS, LLC
Business code 541211
Sponsor’s telephone number 9076464105
Plan sponsor’s address 235 E. 8TH AVE, SUITE 3B, ANCHORAGE, AK, 99501

Signature of
Role Plan administrator
Date 2018-09-20
Name of individual signing EVELYNA KUHR

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
CPA Firm 110370 Active 2016-05-10 - 2025-12-31 -

Date of last update: 11 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development

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