Bal Retirement Plan — Form 5500 plan (Berry Appleman & Leiden Llp)
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, Bal Retirement Plan is a benefit plan reported by Berry Appleman & Leiden Llp under EIN 94-3068076 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,070 participants and $92,725,418 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$92.7MPlan net assets, end of year$92,725,418
Participants2.1KCovered participants reported2,070
Assets / participant$44.8KComputed: assets ÷ participants$44,795 (computed)
Provider compensation$29.3K2 Schedule C provider row(s)$29,327
- Plan sponsor
- Berry Appleman & Leiden Llp
- EIN
- 94-3068076
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,070 | H, C | 20240924133102NAL0013044049001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$92.7M total assets
Net assets$92.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $92,725,418
- Net assets (EOY)
- $92,725,418
- Net assets (BOY)
- $76,485,785
Income & contributions
- Employer contributions
- $2,844,411
- Participant contributions
- $8,647,906
- Total contributions
- $11,768,237
- Total income / additions
- $25,427,763
Expenses & distributions
- Benefits paid
- $9,158,215
- Administrative expenses
- $29,327
- Total expenses
- $9,188,130
- Net increase / (decrease)
- $16,239,633
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $29,327 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |