How many benefit plans does Balance Technology, Inc. report on Form 5500?

Balance Technology, Inc. (EIN 38-2822225) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Balance Technology, Inc.?

The Employer Identification Number (EIN) reported for Balance Technology, Inc. is 38-2822225.

What is the latest Form 5500 filing year for Balance Technology, Inc.?

The latest loaded Form 5500 filing year for Balance Technology, Inc. is 2023.

Balance Technology, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Balance Technology, Inc. (EIN 38-2822225) is a plan sponsor located in Whitmore Lake, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 38-2822225
Location: Whitmore Lake, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,120,638
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,120,638

Contributions & income

Employer contributions: $131,531
Participant contributions: $613,924
Total income / additions: $3,824,242

Expenses & distributions

Benefits paid / distributions: $1,949,185
Total expenses: $2,007,675
Net increase / (decrease): $1,816,567

Coverage

Total reported participants: 286
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Balance Technology, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Balance Technology, Inc. 401(K) Plan	001	163	$17,120,638	2023
Balance Technology, Inc. Flexible Benefit Plan	502	123	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Balance Technology, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Balance Technology, Inc. 401(K) Plan	163	H, C	20241008141141NAL0008441715001
2023	Balance Technology, Inc. Flexible Benefit Plan	123	—	20250826122716NAL0004445251001