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BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 401k Plan overview

Plan NameBRIAN K. BALSER CO., LPA P/S PLAN & TRUST
Plan identification number 004

BRIAN K. BALSER CO., LPA P/S PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

BRIAN BALSER CO. LPA has sponsored the creation of one or more 401k plans.

Company Name:BRIAN BALSER CO. LPA
Employer identification number (EIN):341714756
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN K. BALSER CO., LPA P/S PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01BRIAN BALSER
0042017-01-01BRIAN BALSER BRIAN BALSER
0042016-01-01BRIAN K. BALSER
0042015-01-01BRIAN K. BALSER
0042014-01-01BRIAN K. BALSER
0042013-01-01BRIAN K. BALSER BRIAN K. BALSER2015-04-27
0042012-01-01BRIAN BALSER BRIAN BALSER2013-07-05
0042011-01-01BRIAN K. BALSER
0042010-01-01BRIAN K. BALSER
0042009-01-01BRIAN K. BALSER

Plan Statistics for BRIAN K. BALSER CO., LPA P/S PLAN & TRUST

401k plan membership statisitcs for BRIAN K. BALSER CO., LPA P/S PLAN & TRUST

Measure Date Value
2022: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on BRIAN K. BALSER CO., LPA P/S PLAN & TRUST

Measure Date Value
2022 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-331,444
Expenses. Total of all expenses incurred2022-12-31$14,746
Total plan assets at end of year2022-12-31$1,507,693
Total plan assets at beginning of year2022-12-31$1,853,883
Other income received2022-12-31$-331,444
Net income (gross income less expenses)2022-12-31$-346,190
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,507,693
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,853,883
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$14,746
2021 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$338,808
Total plan assets at end of year2021-12-31$1,853,883
Total plan assets at beginning of year2021-12-31$1,515,075
Other income received2021-12-31$301,308
Net income (gross income less expenses)2021-12-31$338,808
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,853,883
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,515,075
Total contributions received or receivable from employer(s)2021-12-31$37,500
2020 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$185,144
Total plan assets at end of year2020-12-31$1,515,075
Total plan assets at beginning of year2020-12-31$1,329,931
Other income received2020-12-31$147,644
Net income (gross income less expenses)2020-12-31$185,144
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,515,075
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,329,931
Total contributions received or receivable from employer(s)2020-12-31$37,500
2019 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$254,447
Expenses. Total of all expenses incurred2019-12-31$10,326
Total plan assets at end of year2019-12-31$1,329,931
Total plan assets at beginning of year2019-12-31$1,085,810
Other income received2019-12-31$234,447
Net income (gross income less expenses)2019-12-31$244,121
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,329,931
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,085,810
Assets. Value of participant loans2019-12-31$20,000
Total contributions received or receivable from employer(s)2019-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,326
2018 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$28,388
Expenses. Total of all expenses incurred2018-12-31$10,801
Total plan assets at end of year2018-12-31$1,085,810
Total plan assets at beginning of year2018-12-31$1,068,223
Other income received2018-12-31$28,388
Net income (gross income less expenses)2018-12-31$17,587
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,085,810
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,068,223
Assets. Value of participant loans2018-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,801
2017 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$-55,000
Total income from all sources2017-12-31$220,803
Expenses. Total of all expenses incurred2017-12-31$9,546
Total plan assets at end of year2017-12-31$1,068,223
Total plan assets at beginning of year2017-12-31$911,966
Value of fidelity bond covering the plan2017-12-31$125,000
Other income received2017-12-31$220,803
Net income (gross income less expenses)2017-12-31$211,257
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,068,223
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$911,966
Assets. Value of participant loans2017-12-31$55,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,546
2016 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$0
Total plan assets at end of year2016-12-31$878,873
Total plan assets at beginning of year2016-12-31$878,873
Value of fidelity bond covering the plan2016-12-31$125,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$878,873
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$878,873
2015 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-30,802
Expenses. Total of all expenses incurred2015-12-31$128,765
Benefits paid (including direct rollovers)2015-12-31$121,829
Total plan assets at end of year2015-12-31$878,873
Total plan assets at beginning of year2015-12-31$1,038,440
Value of fidelity bond covering the plan2015-12-31$125,000
Other income received2015-12-31$-30,802
Net income (gross income less expenses)2015-12-31$-159,567
Net plan assets at end of year (total assets less liabilities)2015-12-31$878,873
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,038,440
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,936
2014 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$2,921
Total plan assets at end of year2014-12-31$1,038,440
Total plan assets at beginning of year2014-12-31$1,035,519
Value of fidelity bond covering the plan2014-12-31$125,000
Other income received2014-12-31$2,921
Net income (gross income less expenses)2014-12-31$2,921
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,038,440
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,035,519
2013 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$7,896
Total plan assets at end of year2013-12-31$1,035,519
Total plan assets at beginning of year2013-12-31$1,027,623
Value of fidelity bond covering the plan2013-12-31$125,000
Other income received2013-12-31$7,896
Net income (gross income less expenses)2013-12-31$7,896
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,035,519
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,027,623
2012 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$-9,252
Total plan assets at end of year2012-12-31$1,027,623
Total plan assets at beginning of year2012-12-31$1,036,875
Value of fidelity bond covering the plan2012-12-31$125,000
Other income received2012-12-31$-9,252
Net income (gross income less expenses)2012-12-31$-9,252
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,027,623
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,036,875
2011 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-40,057
Total plan assets at end of year2011-12-31$1,036,875
Total plan assets at beginning of year2011-12-31$1,076,932
Value of fidelity bond covering the plan2011-12-31$125,000
Other income received2011-12-31$-40,057
Net income (gross income less expenses)2011-12-31$-40,057
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,036,875
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,076,932
2010 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$6,843
Total plan assets at end of year2010-12-31$1,071,440
Total plan assets at beginning of year2010-12-31$1,070,089
Value of fidelity bond covering the plan2010-12-31$125,000
Other income received2010-12-31$6,843
Net income (gross income less expenses)2010-12-31$6,843
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,071,440
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,070,089

Form 5500 Responses for BRIAN K. BALSER CO., LPA P/S PLAN & TRUST

2022: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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