Plan5500

Ball Ventures, LLC, 401(K) Plan — Form 5500 plan (Ball Ventures, LLC)

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, Ball Ventures, LLC, 401(K) Plan is a benefit plan reported by Ball Ventures, LLC under EIN 82-0531604 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $11,486,024 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ball Ventures, LLC
EIN
82-0531604
Plan number
001
Plan type
2
Location
Idaho Falls, ID
Latest filing year
2023
Participants
571
End-of-year plan assets
$11,486,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023571H, C20241015164556NAL0015105651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,486,024
Net assets (EOY)
$11,486,024
Net assets (BOY)
$8,850,528

Income & contributions

Employer contributions
$697,329
Participant contributions
$941,602
Total contributions
$1,752,690
Total income / additions
$3,301,886

Expenses & distributions

Benefits paid
$619,879
Administrative expenses
$46,511
Total expenses
$666,390
Net increase / (decrease)
$2,635,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$51,695not reported in the loaded dataset2023
Stifel Nicolaus & Co IncBROKER/ADVISE Rnot reported in the loaded dataset$22,9932023

Related Form 5500 pages