Balanced Family Academy 401(K) Profit Sharing Plan — Form 5500 plan (Balanced Family Academy)
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, Balanced Family Academy 401(K) Profit Sharing Plan is a benefit plan reported by Balanced Family Academy under EIN 36-4880568 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $1,336,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Balanced Family Academy
- EIN
- 36-4880568
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $1,336,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241015151404NAL0014935539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,336,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,336,664
- Net assets (BOY)
- $883,773
Income & contributions
- Employer contributions
- $123,869
- Participant contributions
- $166,354
- Total contributions
- $297,975
- Total income / additions
- $500,927
Expenses & distributions
- Benefits paid
- $39,392
- Administrative expenses
- $8,644
- Total expenses
- $48,036
- Net increase / (decrease)
- $452,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Trust Company | CONTRACT ADMINISTRATOR | $8,219 | not reported in the loaded dataset | 2023 |
| The Siekmann Company | CONTRACT ADMINISTRATOR | $425 | not reported in the loaded dataset | 2023 |