Balanced Body 401(K) Plan — Form 5500 plan (Balanced Body 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, Balanced Body 401(K) Plan is a benefit plan reported by Balanced Body Inc. under EIN 68-0291136 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $14,485,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Balanced Body Inc.
- EIN
- 68-0291136
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $14,485,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241014102526NAL0027020417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,485,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,485,869
- Net assets (BOY)
- $10,918,746
Income & contributions
- Employer contributions
- $523,117
- Participant contributions
- $854,905
- Total contributions
- $1,378,022
- Total income / additions
- $4,030,500
Expenses & distributions
- Benefits paid
- $422,226
- Administrative expenses
- $41,151
- Total expenses
- $463,377
- Net increase / (decrease)
- $3,567,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $29,551 | $0 | 2023 |
| Bfba, Llp | NONE | $11,600 | not reported in the loaded dataset | 2023 |