Ballast Advisory And Tax Services, INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Ballast Advisory And Tax Services, INC
  • Sponsor EIN: 832624244
  • Sponsor Address: 12952 MAIN ST, GARDEN GROVE, CA, 928405115
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $124,150

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$124,150$0$0
20221$116,561$31$31

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