Brian Balser Co. Lpa DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Brian Balser Co. Lpa
  • Sponsor EIN: 341714756
  • Sponsor Address: 7477 GATHERING LOOP, KISSIMMEE, FL, 34742
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$1.8M$0$0
20222$1.5M$0$0

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