Balcomb & Green, P.C. 401(K) Plan — Form 5500 plan (Balcomb & Green, P.C.)
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, Balcomb & Green, P.C. 401(K) Plan is a benefit plan reported by Balcomb & Green, P.C. under EIN 84-0832752 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $3,749,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Balcomb & Green, P.C.
- EIN
- 84-0832752
- Plan number
- 001
- Plan type
- 2
- Location
- Glenwood Springs, CO
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $3,749,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240605091628NAL0010923091001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,749,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,749,494
- Net assets (BOY)
- $3,459,042
Income & contributions
- Employer contributions
- $37,488
- Participant contributions
- $107,901
- Total income / additions
- $774,314
Expenses & distributions
- Benefits paid
- $483,812
- Administrative expenses
- $50
- Total expenses
- $483,862
- Net increase / (decrease)
- $290,452
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.