2023 Form 5500 filing — Balon Corporation 401(K) Plan And 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 20240927103910NAL0003388800001) for Balon Corporation 401(K) Plan And Trust, reported by Balon Corporation under EIN 73-0745177 and plan number 001. It reports 1,072 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$95.5MReported net assets$95,539,479
Participants1.1K1,072
Provider compensation$73.8K2 Schedule C row(s)$73,776
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927103910NAL0003388800001
Plan sponsor
Balon Corporation
EIN
73-0745177
Plan number
001
Location
Oklahoma City, OK
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$95.5M total assets
Net assets$95.5MLiabilities
Money in vs. money out
Total income / additions$19.9M
Total expenses$5.3M
Benefits paid / distributions$5.2M
Contributions
Employer$2.2M
Participant$5.5M
Full reported line items
Total assets (EOY)
$95,539,479
Net assets (EOY)
$95,539,479
Employer contributions
$2,234,942
Participant contributions
$5,504,818
Total income / additions
$19,878,617
Benefits paid
$5,243,838
Administrative expenses
$48,838
Total expenses
$5,292,676
Net increase / (decrease)
$14,585,941
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN · Direct $29.3K · Indirect $24.9K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $19.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927103910NAL0003388800001 cover?
It is the 2023 Form 5500 filing for Balon Corporation 401(K) Plan And Trust, reported by Balon Corporation (EIN 73-0745177).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages