2023 Form 5500 filing — Balcones Resources, 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 20241010125834NAL0010001779001) for Balcones Resources, Inc. 401(K) Plan, reported by Balcones Resources, Inc. under EIN 74-3023430 and plan number 002. It reports 237 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)$4.6MReported net assets$4,622,529

Participants237

Provider compensation$7001 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010125834NAL0010001779001
Plan sponsor: Balcones Resources, Inc.
EIN: 74-3023430
Plan number: 002
Location: Austin, TX
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)$4.6M total assets

Net assets$4.6MLiabilities$0

Money in vs. money out

Total income / additions$1.2M

Total expenses$887.2K

Benefits paid / distributions$886.5K

Contributions

Employer$196.2K

Participant$306.3K

Full reported line items

Total assets (EOY): $4,622,529
Total liabilities (EOY): $0
Net assets (EOY): $4,622,529
Employer contributions: $196,241
Participant contributions: $306,311
Total income / additions: $1,204,228
Benefits paid: $886,452
Administrative expenses: $700
Total expenses: $887,152
Net increase / (decrease): $317,076

Schedule C

Reported service provider compensation

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

1
Capital Group Retirement Plan Svcs.$700
RECORDKEEPER · Direct $700 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010125834NAL0010001779001 cover?: It is the 2023 Form 5500 filing for Balcones Resources, Inc. 401(K) Plan, reported by Balcones Resources, Inc. (EIN 74-3023430).
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).