2023 Form 5500 filing — Balanced Family Academy 401(K) Profit Sharing 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 20241015151404NAL0014935539001) for Balanced Family Academy 401(K) Profit Sharing Plan, reported by Balanced Family Academy under EIN 36-4880568 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151404NAL0014935539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Balanced Family Academy
- EIN
- 36-4880568
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,336,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,336,664
- Employer contributions
- $123,869
- Participant contributions
- $166,354
- Total income / additions
- $500,927
- Benefits paid
- $39,392
- Administrative expenses
- $8,644
- Total expenses
- $48,036
- Net increase / (decrease)
- $452,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Trust Company | CONTRACT ADMINISTRATOR | $8,219 | not reported in the loaded dataset |
| The Siekmann Company | CONTRACT ADMINISTRATOR | $425 | not reported in the loaded dataset |