2023 Form 5500 filing — Balke Brown Transwestern, Inc. Employee Stock Ownership 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 20240823102531NAL0010218400001) for Balke Brown Transwestern, Inc. Employee Stock Ownership Plan, reported by Balke Brown Transwestern, Inc. under EIN 43-1176330 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.4MReported net assets$5,385,012
Participants191
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240823102531NAL0010218400001
- Plan sponsor
- Balke Brown Transwestern, Inc.
- EIN
- 43-1176330
- Plan number
- 002
- Location
- St Louis, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.9M total assets
Net assets$5.4MLiabilities$1.5M
Full reported line items
- Total assets (EOY)
- $6,930,383
- Total liabilities (EOY)
- $1,545,371
- Net assets (EOY)
- $5,385,012
- Employer contributions
- $116,069
- Total income / additions
- -$572,311
- Benefits paid
- $93,949
- Administrative expenses
- $0
- Total expenses
- $155,389
- Net increase / (decrease)
- -$727,700