Balke Brown Transwestern, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Balke Brown Transwestern, Inc. under EIN 43-1176330 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $6,930,383 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
- 002
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H | 20240823102531NAL0010218400001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $6,930,383
- Total liabilities (EOY)
- $1,545,371
- Net assets (EOY)
- $5,385,012
- Net assets (BOY)
- $6,112,712
Income & contributions
- Employer contributions
- $116,069
- Total contributions
- $116,069
- Total income / additions
- -$572,311
Expenses & distributions
- Benefits paid
- $93,949
- Administrative expenses
- $0
- Total expenses
- $155,389
- Net increase / (decrease)
- -$727,700
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.