BRIAN BALSER CO. LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
|---|
| 2023: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $314,634 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $14,090 |
| Total plan assets at end of year | 2023-12-31 | $1,808,237 |
| Total plan assets at beginning of year | 2023-12-31 | $1,507,693 |
| Other income received | 2023-12-31 | $314,634 |
| Net income (gross income less expenses) | 2023-12-31 | $300,544 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,808,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,507,693 |
| Assets. Value of participant loans | 2023-12-31 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $14,090 |
| 2022 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-331,444 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $14,746 |
| Total plan assets at end of year | 2022-12-31 | $1,507,693 |
| Total plan assets at beginning of year | 2022-12-31 | $1,853,883 |
| Other income received | 2022-12-31 | $-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 sources | 2021-12-31 | $338,808 |
| Total plan assets at end of year | 2021-12-31 | $1,853,883 |
| Total plan assets at beginning of year | 2021-12-31 | $1,515,075 |
| Other income received | 2021-12-31 | $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 sources | 2020-12-31 | $185,144 |
| Total plan assets at end of year | 2020-12-31 | $1,515,075 |
| Total plan assets at beginning of year | 2020-12-31 | $1,329,931 |
| Other income received | 2020-12-31 | $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 sources | 2019-12-31 | $254,447 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $10,326 |
| Total plan assets at end of year | 2019-12-31 | $1,329,931 |
| Total plan assets at beginning of year | 2019-12-31 | $1,085,810 |
| Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $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 |
| 2017 : BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-55,000 |
| Total income from all sources | 2017-12-31 | $220,803 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $9,546 |
| Total plan assets at end of year | 2017-12-31 | $1,068,223 |
| Total plan assets at beginning of year | 2017-12-31 | $911,966 |
| Value of fidelity bond covering the plan | 2017-12-31 | $125,000 |
| Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 sources | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $878,873 |
| Total plan assets at beginning of year | 2016-12-31 | $878,873 |
| Value of fidelity bond covering the plan | 2016-12-31 | $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 sources | 2015-12-31 | $-30,802 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $128,765 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $121,829 |
| Total plan assets at end of year | 2015-12-31 | $878,873 |
| Total plan assets at beginning of year | 2015-12-31 | $1,038,440 |
| Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
| Other income received | 2015-12-31 | $-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 sources | 2014-12-31 | $2,921 |
| Total plan assets at end of year | 2014-12-31 | $1,038,440 |
| Total plan assets at beginning of year | 2014-12-31 | $1,035,519 |
| Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
| Other income received | 2014-12-31 | $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 sources | 2013-12-31 | $7,896 |
| Total plan assets at end of year | 2013-12-31 | $1,035,519 |
| Total plan assets at beginning of year | 2013-12-31 | $1,027,623 |
| Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
| Other income received | 2013-12-31 | $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 sources | 2012-12-31 | $-9,252 |
| Total plan assets at end of year | 2012-12-31 | $1,027,623 |
| Total plan assets at beginning of year | 2012-12-31 | $1,036,875 |
| Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
| Other income received | 2012-12-31 | $-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 sources | 2011-12-31 | $-40,057 |
| Total plan assets at end of year | 2011-12-31 | $1,036,875 |
| Total plan assets at beginning of year | 2011-12-31 | $1,076,932 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Other income received | 2011-12-31 | $-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 sources | 2010-12-31 | $6,843 |
| Total plan assets at end of year | 2010-12-31 | $1,071,440 |
| Total plan assets at beginning of year | 2010-12-31 | $1,070,089 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Other income received | 2010-12-31 | $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 |
| 2023: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BRIAN K. BALSER CO., LPA P/S PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
