Bal Seal Engineering, LLC Savings And Investment Plan — Form 5500 plan (Bal Seal Engineering, 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, Bal Seal Engineering, LLC Savings And Investment Plan is a benefit plan reported by Bal Seal Engineering, LLC under EIN 95-2454094 and plan number 001. The latest loaded filing year is 2023. The filing reports 602 participants and $36,876,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bal Seal Engineering, LLC
EIN
95-2454094
Plan number
001
Plan type
2
Location
Foothill Ranch, CA
Latest filing year
2023
Participants
602
End-of-year plan assets
$36,876,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023602H, C20240905105559NAL0021451457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,876,484
Total liabilities (EOY)
$0
Net assets (EOY)
$36,876,484
Net assets (BOY)
$33,408,555

Income & contributions

Employer contributions
$1,014,763
Participant contributions
$2,185,102
Total contributions
$3,246,016
Total income / additions
$7,867,344

Expenses & distributions

Benefits paid
$4,186,032
Administrative expenses
$166,978
Total expenses
$4,399,415
Net increase / (decrease)
$3,467,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORD KEEPER$111,017$02023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$55,961not reported in the loaded dataset2023

Related Form 5500 pages