Plan5500

Balanced Family Academy Employee Benefit Plan — Form 5500 plan (Balanced Family Academy Management Company, LLC)

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 Employee Benefit Plan is a benefit plan reported by Balanced Family Academy Management Company, LLC under EIN 36-4880568 and plan number 501. The latest loaded filing year is 2023. The filing reports 78 participants and $2,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Balanced Family Academy Management Company, LLC
EIN
36-4880568
Plan number
501
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
78
End-of-year plan assets
$2,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I, C20250507091601NAL0016649552001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,055
Total liabilities (EOY)
$30,455
Net assets (EOY)
-$28,400
Net assets (BOY)
-$11,567

Income & contributions

Employer contributions
$503,994
Total income / additions
$504,809

Expenses & distributions

Benefits paid
$273,721
Administrative expenses
$18,586
Total expenses
$521,642
Net increase / (decrease)
-$16,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcgohan BrabenderBROKER$35,700not reported in the loaded dataset2023
The Benecon GroupBROKER$19,734not reported in the loaded dataset2023
Meritain HealthADMIN$18,586not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,568not reported in the loaded dataset2023

Related Form 5500 pages