2023 Form 5500 filing — Balls Food Stores 401(K) 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 20241001133647NAL0004046819001) for Balls Food Stores 401(K) Retirement Plan, reported by Four B Corp under EIN 48-0894902 and plan number 004. It reports 2,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001133647NAL0004046819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Four B Corp
- EIN
- 48-0894902
- Plan number
- 004
- Location
- Kansas City, KS
- Participants
- 2,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,664,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,664,439
- Employer contributions
- $568,806
- Participant contributions
- $2,136,703
- Total income / additions
- $10,253,472
- Benefits paid
- $4,666,432
- Administrative expenses
- $200,214
- Total expenses
- $4,915,174
- Net increase / (decrease)
- $5,338,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $164,953 | $0 |
| Samyn Martin, LLC | ACCOUNTANT | $14,300 | $27,900 |
| Gallagher Benefit Services, Inc. (G | CONSULTANT | $0 | $39,722 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $35,261 | $17 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |