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BALANCE POINT HOME PERFORMANCE 401(K) PLAN 401k Plan overview

Plan NameBALANCE POINT HOME PERFORMANCE 401(K) PLAN
Plan identification number 001

BALANCE POINT HOME PERFORMANCE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BALANCE POINT HOME PERFORMANCE INC. has sponsored the creation of one or more 401k plans.

Company Name:BALANCE POINT HOME PERFORMANCE INC.
Employer identification number (EIN):611518381
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALANCE POINT HOME PERFORMANCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-04
0012022-01-01CHRISTINE RIMER2023-07-26
0012021-01-01CHRISTINE RIMER2022-05-19
0012020-01-01CAROL HO2021-05-03
0012019-01-01CAROL HO2020-05-26
0012018-01-01CAROL HO2019-07-24
0012017-01-13CAROL HO2018-07-25

Financial Data on BALANCE POINT HOME PERFORMANCE 401(K) PLAN

Measure Date Value
2025 : BALANCE POINT HOME PERFORMANCE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-114310
Net assets as of the end of the plan year2025-04-11582751
Total assets as of the beginning of the plan year2025-04-11442878
Value of plan covered by a fidelity bond2025-04-11917471694
Participant contributions to plan in this plan year2025-04-1133271
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-11104041
Plan net income in this plan year2025-04-11139873
Net assets as of the end of the plan year2025-04-11582751
Net assets as of the beginning of the plan year2025-04-11442878
Value of contributions failed to transmitted timely2025-04-110
Employer contributions to plan in this plan year2025-04-116871
Fees paid to broker by Benefit Provider2025-04-110
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-11508
2024 : BALANCE POINT HOME PERFORMANCE 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-040
Total liabilities as of the end of the plan year2024-05-040
Total liabilities as of the beginning of the plan year2024-05-040
Total expenses incurred by plan in this plan year2024-05-04330912
Net assets as of the end of the plan year2024-05-04442878
Total assets as of the beginning of the plan year2024-05-04586330
Value of plan covered by a fidelity bond2024-05-04705050000
Participant contributions to plan in this plan year2024-05-0448101
Other expenses paid from plan in this plan year2024-05-040
Other contributions to plan in this plan year2024-05-0457
Other income to plan in this plan year2024-05-04102031
Plan net income in this plan year2024-05-04-143452
Net assets as of the end of the plan year2024-05-04442878
Net assets as of the beginning of the plan year2024-05-04586330
Value of contributions failed to transmitted timely2024-05-040
Employer contributions to plan in this plan year2024-05-0437271
Fees paid to broker by Benefit Provider2024-05-040
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-04466
2022 : BALANCE POINT HOME PERFORMANCE 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-1948
Net assets as of the end of the plan year2022-05-19622638
Total assets as of the beginning of the plan year2022-05-19416737
Value of plan covered by a fidelity bond2022-05-19336000000
Participant contributions to plan in this plan year2022-05-1945059
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-19120528
Plan net income in this plan year2022-05-19205901
Net assets as of the end of the plan year2022-05-19622638
Net assets as of the beginning of the plan year2022-05-19416737
Value of contributions failed to transmitted timely2022-05-190
Employer contributions to plan in this plan year2022-05-1940362
Fees paid to broker by Benefit Provider2022-05-190
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1948

Potentially related plans

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