Balls Food Stores 401(K) Retirement Plan — Form 5500 plan (Four B Corp)
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, Balls Food Stores 401(K) Retirement Plan is a benefit plan reported by Four B Corp under EIN 48-0894902 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,369 participants and $51,664,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Four B Corp
- EIN
- 48-0894902
- Plan number
- 004
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
- Participants
- 2,369
- End-of-year plan assets
- $51,664,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,369 | H, C | 20241001133647NAL0004046819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,664,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,664,439
- Net assets (BOY)
- $46,202,059
Income & contributions
- Employer contributions
- $568,806
- Participant contributions
- $2,136,703
- Total contributions
- $3,287,537
- Total income / additions
- $10,253,472
Expenses & distributions
- Benefits paid
- $4,666,432
- Administrative expenses
- $200,214
- Total expenses
- $4,915,174
- Net increase / (decrease)
- $5,338,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $164,953 | $0 | 2023 |
| Samyn Martin, LLC | ACCOUNTANT | $14,300 | $27,900 | 2023 |
| Gallagher Benefit Services, Inc. (G | CONSULTANT | $0 | $39,722 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $35,261 | $17 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Four B Corp
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Kansas City, KS
- Principal Life Insurance Company — Schedule C compensation
- Samyn Martin, LLC — Schedule C compensation
- Gallagher Benefit Services, Inc. (G — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation