Plan5500

Balance Managed Services LLC — 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 Managed Services LLC (EIN 81-3144586) is a plan sponsor located in Stockton, CA 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
81-3144586
Location
Stockton, CA
Loaded plans
2
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 Balance Managed Services LLC

  • 2 loaded plans hold $4.1M in reported assets.
  • The largest, Balance Staffing 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 473 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,106,680
Total reported assets$4.1M$4,106,680
Total reported participants473
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$162.3K
Participant contributions$529.3K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$844.9K
Total expenses$877.5K
Net increase / (decrease)$518.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Balance Staffing 401(K) Plan
Participants per plan237Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Balance Staffing 401(K) Plan$4.1M
    Plan #001 · 330 participants · 2023
  2. 2
    Balance Managed Services Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 143 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Balance Managed Services LLC. Open one for its full reported snapshot.

  1. 2023
    Balance Managed Services Welfare Benefits Plan143 participants · 2No schedules
    View filing →
  2. 2023
    Balance Staffing 401(K) Plan330 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Balance Managed Services LLC report on Form 5500?
Balance Managed Services LLC (EIN 81-3144586) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Balance Managed Services LLC?
The Employer Identification Number (EIN) reported for Balance Managed Services LLC is 81-3144586.
What is the latest Form 5500 filing year for Balance Managed Services LLC?
The latest loaded Form 5500 filing year for Balance Managed Services LLC is 2023.

Related Form 5500 pages