Balke Brown Transwestern Inc. 401(K) Plan — Form 5500 plan (Balke Brown Transwestern, 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, Balke Brown Transwestern Inc. 401(K) Plan is a benefit plan reported by Balke Brown Transwestern, Inc. under EIN 43-1176330 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $5,086,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Balke Brown Transwestern, Inc.
EIN
43-1176330
Plan number
001
Plan type
2
Location
St Louis, MO
Latest filing year
2023
Participants
200
End-of-year plan assets
$5,086,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240726051817NAL0015549201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,086,734
Total liabilities (EOY)
$0
Net assets (EOY)
$5,086,734
Net assets (BOY)
$4,326,257

Income & contributions

Participant contributions
$572,449
Total contributions
$586,926
Total income / additions
$1,282,566

Expenses & distributions

Benefits paid
$463,637
Administrative expenses
$35,238
Total expenses
$522,089
Net increase / (decrease)
$760,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$17,323$02023
Securian Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$13,222$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages