2023 Form 5500 filing — Brian K. Balser Co., Lpa P/S Plan & Trust
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 20240927074508NAL0001065363001) for Brian K. Balser Co., Lpa P/S Plan & Trust, reported by Brian Balser Co. Lpa under EIN 34-1714756 and plan number 004. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927074508NAL0001065363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brian Balser Co. Lpa
- EIN
- 34-1714756
- Plan number
- 004
- Location
- Kissimmee, FL
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,808,237
- Net assets (EOY)
- $1,808,237
- Total income / additions
- $314,634
- Administrative expenses
- $14,090
- Total expenses
- $14,090
- Net increase / (decrease)
- $300,544
- Schedule source
- Schedule I