2023 Form 5500 filing — Ball Healthcare Services, Inc. 401(K) Retirement 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 20241011103926NAL0022591361001) for Ball Healthcare Services, Inc. 401(K) Retirement Plan, reported by Ball Healthcare Services, Inc. under EIN 63-0979995 and plan number 001. It reports 876 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)$16.8MReported net assets$16,759,453

Participants876

Provider compensation$40.3K3 Schedule C row(s)$40,329

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011103926NAL0022591361001
Plan sponsor: Ball Healthcare Services, Inc.
EIN: 63-0979995
Plan number: 001
Location: Mobile, AL
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)$16.8M total assets

Net assets$16.8MLiabilities$0

Money in vs. money out

Total income / additions$4.1M

Total expenses$2.3M

Benefits paid / distributions$2.3M

Contributions

Employer$779.5K

Participant$1.2M

Full reported line items

Total assets (EOY): $16,759,453
Total liabilities (EOY): $0
Net assets (EOY): $16,759,453
Employer contributions: $779,487
Participant contributions: $1,199,330
Total income / additions: $4,112,378
Benefits paid: $2,268,447
Administrative expenses: $37,130
Total expenses: $2,305,577
Net increase / (decrease): $1,806,801

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$37.1K
CONTRACT ADMINISTRATOR · Direct $37.1K · Indirect $0
2
Principal Securities Inc$3.2K
OTHER SERVICES · Direct $0 · Indirect $3.2K
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011103926NAL0022591361001 cover?: It is the 2023 Form 5500 filing for Ball Healthcare Services, Inc. 401(K) Retirement Plan, reported by Ball Healthcare Services, Inc. (EIN 63-0979995).
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).