Balls Food Stores 401(K) Retirement Plan — Form 5500 plan (Four B Corp)

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, Balls Food Stores 401(K) Retirement Plan is a benefit plan reported by Four B Corp under EIN 48-0894902 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,369 participants and $51,664,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Four B Corp
EIN
48-0894902
Plan number
004
Plan type
2
Location
Kansas City, KS
Latest filing year
2023
Participants
2,369
End-of-year plan assets
$51,664,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,369H, C20241001133647NAL0004046819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,664,439
Total liabilities (EOY)
$0
Net assets (EOY)
$51,664,439
Net assets (BOY)
$46,202,059

Income & contributions

Employer contributions
$568,806
Participant contributions
$2,136,703
Total contributions
$3,287,537
Total income / additions
$10,253,472

Expenses & distributions

Benefits paid
$4,666,432
Administrative expenses
$200,214
Total expenses
$4,915,174
Net increase / (decrease)
$5,338,298

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$164,953$02023
Samyn Martin, LLCACCOUNTANT$14,300$27,9002023
Gallagher Benefit Services, Inc. (GCONSULTANT$0$39,7222023
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORY$35,261$172023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages