Brian K. Balser Co., Lpa P/S Plan & Trust — Form 5500 plan (Brian Balser Co. Lpa)
Plain-English plan 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, Brian K. Balser Co., Lpa P/S Plan & Trust is a benefit plan reported by Brian Balser Co. Lpa under EIN 34-1714756 and plan number 004. The latest loaded filing year is 2023. The filing reports 2 participants and $1,808,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brian Balser Co. Lpa
- EIN
- 34-1714756
- Plan number
- 004
- Plan type
- 2
- Location
- Kissimmee, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,808,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240927074508NAL0001065363001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,808,237
- Net assets (EOY)
- $1,808,237
- Net assets (BOY)
- $1,507,693
Income & contributions
- Total income / additions
- $314,634
Expenses & distributions
- Administrative expenses
- $14,090
- Total expenses
- $14,090
- Net increase / (decrease)
- $300,544
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.