Plan5500

Balluff, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Balluff, 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, Balluff, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Balluff, Inc. under EIN 22-2326111 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $33,861,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Balluff, Inc.
EIN
22-2326111
Plan number
001
Plan type
2
Location
Florence, KY
Latest filing year
2023
Participants
233
End-of-year plan assets
$33,861,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241011092438NAL0010767315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,861,339
Total liabilities (EOY)
$0
Net assets (EOY)
$33,861,339
Net assets (BOY)
$29,642,755

Income & contributions

Employer contributions
$644,296
Participant contributions
$1,518,521
Total contributions
$2,229,072
Total income / additions
$7,133,009

Expenses & distributions

Benefits paid
$2,796,222
Administrative expenses
$118,203
Total expenses
$2,914,425
Net increase / (decrease)
$4,218,584

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$57,037$02023
Morgan StanleyINVESTMENT ADVISOR$53,583not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$7,583not reported in the loaded dataset2023

Related Form 5500 pages