2023 Form 5500 filing — Bal Seal Engineering, LLC Savings And Investment 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 20240905105559NAL0021451457001) for Bal Seal Engineering, LLC Savings And Investment Plan, reported by Bal Seal Engineering, LLC under EIN 95-2454094 and plan number 001. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905105559NAL0021451457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bal Seal Engineering, LLC
- EIN
- 95-2454094
- Plan number
- 001
- Location
- Foothill Ranch, CA
- Participants
- 602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,876,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,876,484
- Employer contributions
- $1,014,763
- Participant contributions
- $2,185,102
- Total income / additions
- $7,867,344
- Benefits paid
- $4,186,032
- Administrative expenses
- $166,978
- Total expenses
- $4,399,415
- Net increase / (decrease)
- $3,467,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $111,017 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $55,961 | not reported in the loaded dataset |