2023 Form 5500 filing — Stadion Balanced Fund

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 20240905115559NAL0038660672001) for Stadion Balanced Fund, reported by Benefit Trust Company under EIN 43-0995254 and plan number 022. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$57.4MReported net assets$57,413,309
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240905115559NAL0038660672001
Plan sponsor
Benefit Trust Company
EIN
43-0995254
Plan number
022
Location
Overland Park, KS
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)$57.4M total assets
Net assets$57.4MLiabilities$30.6K
Money in vs. money out
Total income / additions$6.8M
Total expenses$339.4K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$57,443,920
Total liabilities (EOY)
$30,611
Net assets (EOY)
$57,413,309
Total income / additions
$6,808,055
Benefits paid
$0
Administrative expenses
$339,425
Total expenses
$339,425
Net increase / (decrease)
$6,468,630

Related Form 5500 pages