Balda C Brewer 401(K) Plan — Form 5500 plan (Balda C Brewer, 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, Balda C Brewer 401(K) Plan is a benefit plan reported by Balda C Brewer, Inc. under EIN 95-2639255 and plan number 001. The latest loaded filing year is 2023. The filing reports 669 participants and $5,766,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Balda C Brewer, Inc.
EIN
95-2639255
Plan number
001
Plan type
2
Location
Ontario, CA
Latest filing year
2023
Participants
669
End-of-year plan assets
$5,766,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023669H, C20241015102502NAL0055564178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,766,996
Total liabilities (EOY)
$0
Net assets (EOY)
$5,766,996
Net assets (BOY)
$4,506,351

Income & contributions

Employer contributions
$159,500
Participant contributions
$433,736
Total contributions
$819,681
Total income / additions
$1,662,983

Expenses & distributions

Benefits paid
$369,875
Administrative expenses
$26,797
Total expenses
$402,338
Net increase / (decrease)
$1,260,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Ret SolutionsRECORDKEEPER$14,736$02023
Global Retirement Partners LLCINVESTMENT ADVISORY-PLAN$12,061not reported in the loaded dataset2023
Stalker & AssociatesRECORDKEEPER$0$3212023

Related Form 5500 pages