2023 Form 5500 filing — Business Transition Advisors, Inc. Employee Stock Ownership 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 20251007150608NAL0004763393001) for Business Transition Advisors, Inc. Employee Stock Ownership Plan And Trust, reported by Business Transition Advisors, Inc. under EIN 84-2541627 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20251007150608NAL0004763393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Business Transition Advisors, Inc.
- EIN
- 84-2541627
- Plan number
- 002
- Location
- Battle Ground, WA
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $810,205
- Total liabilities (EOY)
- $19,958
- Net assets (EOY)
- $790,247
- Employer contributions
- $376,595
- Total income / additions
- $376,642
- Benefits paid
- $19,958
- Total expenses
- $19,958
- Net increase / (decrease)
- $356,684
- Schedule source
- Schedule I