2023 Form 5500 filing — Ball Ventures, LLC, 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 20241015164556NAL0015105651001) for Ball Ventures, LLC, 401(K) Plan, reported by Ball Ventures, LLC under EIN 82-0531604 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164556NAL0015105651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ball Ventures, LLC
- EIN
- 82-0531604
- Plan number
- 001
- Location
- Idaho Falls, ID
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,486,024
- Net assets (EOY)
- $11,486,024
- Employer contributions
- $697,329
- Participant contributions
- $941,602
- Total income / additions
- $3,301,886
- Benefits paid
- $619,879
- Administrative expenses
- $46,511
- Total expenses
- $666,390
- Net increase / (decrease)
- $2,635,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $51,695 | not reported in the loaded dataset |
| Stifel Nicolaus & Co Inc | BROKER/ADVISE R | not reported in the loaded dataset | $22,993 |