Balke Brown Transwestern, Inc. Employee Stock Ownership Plan — Form 5500 plan (Balke Brown Transwestern, 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, Balke Brown Transwestern, Inc. Employee Stock Ownership Plan is a benefit plan reported by Balke Brown Transwestern, Inc. under EIN 43-1176330 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $6,930,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Balke Brown Transwestern, Inc.
EIN
43-1176330
Plan number
002
Plan type
2
Location
St Louis, MO
Latest filing year
2023
Participants
191
End-of-year plan assets
$6,930,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H20240823102531NAL0010218400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,930,383
Total liabilities (EOY)
$1,545,371
Net assets (EOY)
$5,385,012
Net assets (BOY)
$6,112,712

Income & contributions

Employer contributions
$116,069
Total contributions
$116,069
Total income / additions
-$572,311

Expenses & distributions

Benefits paid
$93,949
Administrative expenses
$0
Total expenses
$155,389
Net increase / (decrease)
-$727,700

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages