Ballentine Consulting Group — 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, Ballentine Consulting Group (EIN 45-5527203) is a plan sponsor located in Troy, MI with 1 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
45-5527203
Location
Troy, MI
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ballentine Consulting Group

  • 1 loaded plans hold $632.1K in reported assets.
  • The largest, Ballentine Consulting Group 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$632.1KSummed across loaded plans$632,105
Total reported assets$632.1K$632,105
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$632.1K total assets
Net assets$632.1KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$78.4K
Total income / additions$212.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$212.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ballentine Consulting Group 401k Plan
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ballentine Consulting Group. Open one for its full reported snapshot.

  1. 2023
    Ballentine Consulting Group 401k Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ballentine Consulting Group report on Form 5500?
Ballentine Consulting Group (EIN 45-5527203) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ballentine Consulting Group?
The Employer Identification Number (EIN) reported for Ballentine Consulting Group is 45-5527203.
What is the latest Form 5500 filing year for Ballentine Consulting Group?
The latest loaded Form 5500 filing year for Ballentine Consulting Group is 2023.

Related Form 5500 pages