Security Ballew, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Security Ballew, Inc.)
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, Security Ballew, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Security Ballew, Inc. under EIN 36-4300994 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $2,695,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Security Ballew, Inc.
- EIN
- 36-4300994
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 24
- End-of-year plan assets
- $2,695,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I | 20241008143000NAL0016857569001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,695,044
- Net assets (EOY)
- $2,695,044
- Net assets (BOY)
- $2,231,987
Income & contributions
- Employer contributions
- $84,378
- Participant contributions
- $194,111
- Total income / additions
- $535,861
Expenses & distributions
- Benefits paid
- $69,569
- Total expenses
- $72,804
- Net increase / (decrease)
- $463,057
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.