Business Transition Advisors, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Business Transition Advisors, 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, Business Transition Advisors, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Business Transition Advisors, Inc. under EIN 84-2541627 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $810,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Business Transition Advisors, Inc.
- EIN
- 84-2541627
- Plan number
- 002
- Plan type
- 2
- Location
- Battle Ground, WA
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $810,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20251007150608NAL0004763393001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $810,205
- Total liabilities (EOY)
- $19,958
- Net assets (EOY)
- $790,247
- Net assets (BOY)
- $433,563
Income & contributions
- Employer contributions
- $376,595
- Total income / additions
- $376,642
Expenses & distributions
- Benefits paid
- $19,958
- Total expenses
- $19,958
- Net increase / (decrease)
- $356,684
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.