2023 Form 5500 filing — Balta Us, 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 20241015061616NAL0028865057001) for Balta Us, Inc. 401(K) Plan, reported by Balta Us, Inc. under EIN 26-0008775 and plan number 001. It reports 117 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)$979.5KReported net assets$979,548
Participants117
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015061616NAL0028865057001
Plan sponsor
Balta Us, Inc.
EIN
26-0008775
Plan number
001
Location
Rome, GA
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)$979.5K total assets
Net assets$979.5KLiabilities$0
Money in vs. money out
Total income / additions$406.9K
Total expenses$149.6K
Benefits paid / distributions$133.5K
Contributions
Employer$69.4K
Participant$254.8K
Full reported line items
Total assets (EOY)
$979,548
Total liabilities (EOY)
$0
Net assets (EOY)
$979,548
Employer contributions
$69,419
Participant contributions
$254,812
Total income / additions
$406,887
Benefits paid
$133,470
Administrative expenses
$0
Total expenses
$149,568
Net increase / (decrease)
$257,319
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $0 · Indirect $0
  2. 2
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015061616NAL0028865057001 cover?
It is the 2023 Form 5500 filing for Balta Us, Inc. 401(K) Plan, reported by Balta Us, Inc. (EIN 26-0008775).
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