2023 Form 5500 filing — Ballet Makers, Inc. Salary Reduction 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730155223NAL0021106881001) for Ballet Makers, Inc. Salary Reduction 401(K) Plan, reported by Ballet Makers Inc. under EIN 22-1439348 and plan number 004. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730155223NAL0021106881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ballet Makers Inc.
- EIN
- 22-1439348
- Plan number
- 004
- Location
- Totowa, NJ
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,923,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,923,920
- Employer contributions
- $117,006
- Participant contributions
- $517,792
- Total income / additions
- $2,359,212
- Benefits paid
- $988,616
- Administrative expenses
- $71,631
- Total expenses
- $1,084,716
- Net increase / (decrease)
- $1,274,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $29,548 | $0 |
| Ubs Financial Services Inc | ADVISOR | $27,383 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | ACCOUNTANT/AUDITOR | $14,700 | not reported in the loaded dataset |