Ballet Makers, Inc. Salary Reduction 401(K) Plan — Form 5500 plan (Ballet Makers Inc.)

Plain-English plan 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, Ballet Makers, Inc. Salary Reduction 401(K) Plan is a benefit plan reported by Ballet Makers Inc. under EIN 22-1439348 and plan number 004. The latest loaded filing year is 2023. The filing reports 194 participants and $11,923,920 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ballet Makers Inc.
EIN
22-1439348
Plan number
004
Plan type
2
Location
Totowa, NJ
Latest filing year
2023
Participants
194
End-of-year plan assets
$11,923,920

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20240730155223NAL0021106881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,923,920
Total liabilities (EOY)
$0
Net assets (EOY)
$11,923,920
Net assets (BOY)
$10,649,424

Income & contributions

Employer contributions
$117,006
Participant contributions
$517,792
Total contributions
$637,241
Total income / additions
$2,359,212

Expenses & distributions

Benefits paid
$988,616
Administrative expenses
$71,631
Total expenses
$1,084,716
Net increase / (decrease)
$1,274,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,548$02023
Ubs Financial Services IncADVISOR$27,383not reported in the loaded dataset2023
Cliftonlarsonallen, LlpACCOUNTANT/AUDITOR$14,700not reported in the loaded dataset2023

Related Form 5500 pages