2023 Form 5500 filing — Balt Usa, LLC 401(K) Profit Sharing Plan And Trust
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 20241015102525NAL0016140035001) for Balt Usa, LLC 401(K) Profit Sharing Plan And Trust, reported by Balt Usa, LLC under EIN 45-2559253 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102525NAL0016140035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Balt Usa, LLC
- EIN
- 45-2559253
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,455,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,455,859
- Employer contributions
- $1,235,538
- Participant contributions
- $2,458,259
- Total income / additions
- $5,384,254
- Benefits paid
- $549,774
- Administrative expenses
- $45,365
- Total expenses
- $595,139
- Net increase / (decrease)
- $4,789,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | ADVISOR | $33,182 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $11,776 | not reported in the loaded dataset |
| Pentegra Services, Inc | TPA PLAN ADMINISTRATOR | $5,922 | not reported in the loaded dataset |