Balt Usa, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Balt Usa, 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, Balt Usa, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Balt Usa, LLC under EIN 45-2559253 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $10,455,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Balt Usa, LLC
EIN
45-2559253
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
265
End-of-year plan assets
$10,455,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241015102525NAL0016140035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,455,859
Total liabilities (EOY)
$0
Net assets (EOY)
$10,455,859
Net assets (BOY)
$5,666,744

Income & contributions

Employer contributions
$1,235,538
Participant contributions
$2,458,259
Total contributions
$3,970,475
Total income / additions
$5,384,254

Expenses & distributions

Benefits paid
$549,774
Administrative expenses
$45,365
Total expenses
$595,139
Net increase / (decrease)
$4,789,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial RpcpADVISOR$33,182not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPER$11,776not reported in the loaded dataset2023
Pentegra Services, IncTPA PLAN ADMINISTRATOR$5,922not reported in the loaded dataset2023

Related Form 5500 pages