Balke Brown Transwestern, 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, Balke Brown Transwestern, Inc. (EIN 43-1176330) is a plan sponsor located in St Louis, MO 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
43-1176330
Location
St Louis, MO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,017,117
Total reported liabilities (EOY)
$1,545,371
Total reported net assets (EOY)
$10,471,746

Contributions & income

Employer contributions
$116,069
Participant contributions
$572,449
Total income / additions
$710,255

Expenses & distributions

Benefits paid / distributions
$557,586
Total expenses
$677,478
Net increase / (decrease)
$32,777

Coverage

Total reported participants
391
Plans with financial statements
2
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

Balke Brown Transwestern, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Balke Brown Transwestern, Inc. Employee Stock Ownership Plan002191$6,930,3832023
Balke Brown Transwestern Inc. 401(K) Plan001200$5,086,7342023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Balke Brown Transwestern, Inc.
YearPlanParticipantsSchedulesFiling
2023Balke Brown Transwestern Inc. 401(K) Plan200H, C20240726051817NAL0015549201001
2023Balke Brown Transwestern, Inc. Employee Stock Ownership Plan191H20240823102531NAL0010218400001

Related Form 5500 pages