2023 Form 5500 filing — Balanced Family Academy Employee Benefit 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 20250507091601NAL0016649552001) for Balanced Family Academy Employee Benefit Plan, reported by Balanced Family Academy Management Company, LLC under EIN 36-4880568 and plan number 501. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250507091601NAL0016649552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Balanced Family Academy Management Company, LLC
- EIN
- 36-4880568
- Plan number
- 501
- Location
- Columbus, OH
- Participants
- 78
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,055
- Total liabilities (EOY)
- $30,455
- Net assets (EOY)
- -$28,400
- Employer contributions
- $503,994
- Total income / additions
- $504,809
- Benefits paid
- $273,721
- Administrative expenses
- $18,586
- Total expenses
- $521,642
- Net increase / (decrease)
- -$16,833
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcgohan Brabender | BROKER | $35,700 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $19,734 | not reported in the loaded dataset |
| Meritain Health | ADMIN | $18,586 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,568 | not reported in the loaded dataset |