2023 Form 5500 filing — Ballentine Consulting Group 401k Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723093007NAL0023945826005) for Ballentine Consulting Group 401k Plan, reported by Ballentine Consulting Group under EIN 45-5527203 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$632.1KReported net assets$632,105
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723093007NAL0023945826005
Plan sponsor
Ballentine Consulting Group
EIN
45-5527203
Plan number
001
Location
Troy, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$632.1K total assets
Net assets$632.1KLiabilities
Money in vs. money out
Total income / additions$212.3K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$78.4K
Full reported line items
Total assets (EOY)
$632,105
Net assets (EOY)
$632,105
Participant contributions
$78,351
Total income / additions
$212,283
Net increase / (decrease)
$212,283

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723093007NAL0023945826005 cover?
It is the 2023 Form 5500 filing for Ballentine Consulting Group 401k Plan, reported by Ballentine Consulting Group (EIN 45-5527203).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages