2023 Form 5500 filing — Bal Retirement 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 20240924133102NAL0013044049001) for Bal Retirement Plan, reported by Berry Appleman & Leiden Llp under EIN 94-3068076 and plan number 002. It reports 2,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$92.7MReported net assets$92,725,418
Participants2.1K2,070
Provider compensation$29.3K2 Schedule C row(s)$29,327
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924133102NAL0013044049001
- Plan sponsor
- Berry Appleman & Leiden Llp
- EIN
- 94-3068076
- Plan number
- 002
- Location
- San Francisco, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$92.7M total assets
Net assets$92.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $92,725,418
- Net assets (EOY)
- $92,725,418
- Employer contributions
- $2,844,411
- Participant contributions
- $8,647,906
- Total income / additions
- $25,427,763
- Benefits paid
- $9,158,215
- Administrative expenses
- $29,327
- Total expenses
- $9,188,130
- Net increase / (decrease)
- $16,239,633
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $29,327 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |