2023 Form 5500 filing — Balke Brown Transwestern Inc. 401(K) 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 20240726051817NAL0015549201001) for Balke Brown Transwestern Inc. 401(K) Plan, reported by Balke Brown Transwestern, Inc. under EIN 43-1176330 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726051817NAL0015549201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Balke Brown Transwestern, Inc.
- EIN
- 43-1176330
- Plan number
- 001
- Location
- St Louis, MO
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,086,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,086,734
- Participant contributions
- $572,449
- Total income / additions
- $1,282,566
- Benefits paid
- $463,637
- Administrative expenses
- $35,238
- Total expenses
- $522,089
- Net increase / (decrease)
- $760,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $17,323 | $0 |
| Securian Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $13,222 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |