401k Plan data: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN plan

BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BALLENTINE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BALLENTINE PARTNERS, LLC

Employer identification number (EIN): 271557796

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about BALLENTINE PARTNERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4770720

More information about BALLENTINE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 CLAUDIA SHILO
001 2016-01-01 CLAUDIA SHILO
001 2015-01-01 CLAUDIA SHILO
001 2014-01-01 CLAUDIA SHILO
001 2013-01-01 CLAUDIA SHILO
001 2012-01-01 CLAUDIA SHILO CLAUDIA SHILO 2013-05-06
001 2011-01-01 BRIE ELLIOTT

Plan Statistics for BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 116
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 26
Total of all active and inactive participants 2022-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 142
Number of participants with account balances 2022-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 104
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 23
Total of all active and inactive participants 2021-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 127
Number of participants with account balances 2021-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 90
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 18
Total of all active and inactive participants 2020-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 108
Number of participants with account balances 2020-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 88
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 21
Total of all active and inactive participants 2019-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 109
Number of participants with account balances 2019-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 79
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 14
Total of all active and inactive participants 2018-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 93
Number of participants with account balances 2018-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 79
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 11
Total of all active and inactive participants 2017-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 90
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 74
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 11
Total of all active and inactive participants 2016-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 85
Number of participants with account balances 2016-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 63
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 6
Total of all active and inactive participants 2015-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 69
Number of participants with account balances 2015-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 57
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 4
Total of all active and inactive participants 2014-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 61
Number of participants with account balances 2014-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 53
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 4
Total of all active and inactive participants 2013-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 57
Number of participants with account balances 2013-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
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 4
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
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 6
Total of all active and inactive participants 2011-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2022: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	116
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	26
Total of all active and inactive participants	2022-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	142
Number of participants with account balances	2022-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	104
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	23
Total of all active and inactive participants	2021-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	127
Number of participants with account balances	2021-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	90
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	18
Total of all active and inactive participants	2020-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	108
Number of participants with account balances	2020-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	88
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	21
Total of all active and inactive participants	2019-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	109
Number of participants with account balances	2019-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	79
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	14
Total of all active and inactive participants	2018-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	93
Number of participants with account balances	2018-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	79
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	11
Total of all active and inactive participants	2017-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	90
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	74
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	11
Total of all active and inactive participants	2016-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	85
Number of participants with account balances	2016-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	63
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	6
Total of all active and inactive participants	2015-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	69
Number of participants with account balances	2015-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	57
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	4
Total of all active and inactive participants	2014-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	61
Number of participants with account balances	2014-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	53
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	4
Total of all active and inactive participants	2013-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	57
Number of participants with account balances	2013-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
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	4
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
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	6
Total of all active and inactive participants	2011-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-162,512
Total unrealized appreciation/depreciation of assets	2022-12-31	$-162,512
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$47
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,973,195
Total loss/gain on sale of assets	2022-12-31	$-25,460
Total of all expenses incurred	2022-12-31	$266,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$263,583
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,111
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,016,917
Value of total assets at end of year	2022-12-31	$19,465,626
Value of total assets at beginning of year	2022-12-31	$21,705,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,196
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$23,691
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$934,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$926,714
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,380,528
Participant contributions at end of year	2022-12-31	$50,644
Participant contributions at beginning of year	2022-12-31	$36,883
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$247
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$403,248
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$139,526
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$47
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$47
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,196
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-2,240,085
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,465,579
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,705,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,889,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,271,408
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$2,156
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,701,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,501,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,501,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$21,535
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$24,809
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,760,779
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$496,863
Employer contributions (assets) at end of year	2022-12-31	$496,863
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$8,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$263,583
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$301,668
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$492,913
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$117,393
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$142,853
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER NEWMAN AND NOYES
Accountancy firm EIN	2022-12-31	010494526
2021 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$47
Total plan liabilities at beginning of year	2021-12-31	$47
Total income from all sources	2021-12-31	$4,940,395
Expenses. Total of all expenses incurred	2021-12-31	$45,043
Benefits paid (including direct rollovers)	2021-12-31	$44,077
Total plan assets at end of year	2021-12-31	$21,705,711
Total plan assets at beginning of year	2021-12-31	$16,810,359
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$1,110,661
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$655,720
Other income received	2021-12-31	$2,407,516
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$4,895,352
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$21,705,664
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$16,810,312
Assets. Value of participant loans	2021-12-31	$36,883
Total contributions received or receivable from employer(s)	2021-12-31	$766,498
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$966
2020 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$47
Total plan liabilities at beginning of year	2020-12-31	$47
Total income from all sources	2020-12-31	$3,560,581
Expenses. Total of all expenses incurred	2020-12-31	$187,449
Benefits paid (including direct rollovers)	2020-12-31	$185,688
Total plan assets at end of year	2020-12-31	$16,810,359
Total plan assets at beginning of year	2020-12-31	$13,437,227
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$1,026,715
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$3,133
Other income received	2020-12-31	$2,199,137
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$3,373,132
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$16,810,312
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$13,437,180
Assets. Value of participant loans	2020-12-31	$39,229
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$331,596
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$838
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$923
2019 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$47
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,506,119
Expenses. Total of all expenses incurred	2019-12-31	$664,787
Benefits paid (including direct rollovers)	2019-12-31	$663,724
Total plan assets at end of year	2019-12-31	$13,437,227
Total plan assets at beginning of year	2019-12-31	$10,595,848
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$874,109
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$64,795
Other income received	2019-12-31	$2,274,357
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,841,332
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$13,437,180
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,595,848
Assets. Value of participant loans	2019-12-31	$63,072
Total contributions received or receivable from employer(s)	2019-12-31	$292,858
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,063
2018 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$49
Total income from all sources	2018-12-31	$226,671
Expenses. Total of all expenses incurred	2018-12-31	$192,956
Benefits paid (including direct rollovers)	2018-12-31	$192,035
Total plan assets at end of year	2018-12-31	$10,595,848
Total plan assets at beginning of year	2018-12-31	$10,562,182
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$800,169
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$25,214
Other income received	2018-12-31	$-875,273
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$33,715
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$10,595,848
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,562,133
Assets. Value of participant loans	2018-12-31	$125,016
Total contributions received or receivable from employer(s)	2018-12-31	$276,561
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$921
2017 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$49
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,495,828
Expenses. Total of all expenses incurred	2017-12-31	$737,566
Benefits paid (including direct rollovers)	2017-12-31	$733,005
Total plan assets at end of year	2017-12-31	$10,562,182
Total plan assets at beginning of year	2017-12-31	$8,803,871
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$726,588
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$33,790
Other income received	2017-12-31	$1,532,887
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,758,262
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,562,133
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,803,871
Assets. Value of participant loans	2017-12-31	$95,805
Total contributions received or receivable from employer(s)	2017-12-31	$202,563
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$4,042
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$519
2016 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,892,050
Expenses. Total of all expenses incurred	2016-12-31	$200,033
Benefits paid (including direct rollovers)	2016-12-31	$199,506
Total plan assets at end of year	2016-12-31	$8,803,871
Total plan assets at beginning of year	2016-12-31	$7,111,854
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$619,153
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$322,898
Other income received	2016-12-31	$783,249
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,692,017
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,803,871
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,111,854
Assets. Value of participant loans	2016-12-31	$101,463
Total contributions received or receivable from employer(s)	2016-12-31	$166,750
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$527
2015 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$8
Total income from all sources	2015-12-31	$654,872
Expenses. Total of all expenses incurred	2015-12-31	$469,859
Benefits paid (including direct rollovers)	2015-12-31	$460,071
Total plan assets at end of year	2015-12-31	$7,111,854
Total plan assets at beginning of year	2015-12-31	$6,926,849
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$519,948
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$256,836
Other income received	2015-12-31	$-273,042
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$185,013
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,111,854
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,926,841
Assets. Value of participant loans	2015-12-31	$85,390
Total contributions received or receivable from employer(s)	2015-12-31	$151,130
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$9,292
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$496
2014 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$8
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$930,750
Expenses. Total of all expenses incurred	2014-12-31	$319,122
Benefits paid (including direct rollovers)	2014-12-31	$318,543
Total plan assets at end of year	2014-12-31	$6,926,849
Total plan assets at beginning of year	2014-12-31	$6,315,213
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$500,364
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$280,436
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$611,628
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,926,841
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,315,213
Assets. Value of participant loans	2014-12-31	$105,218
Total contributions received or receivable from employer(s)	2014-12-31	$149,950
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$32
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$547
2013 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,397,234
Expenses. Total of all expenses incurred	2013-12-31	$81,490
Benefits paid (including direct rollovers)	2013-12-31	$81,122
Total plan assets at end of year	2013-12-31	$6,315,213
Total plan assets at beginning of year	2013-12-31	$4,999,469
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$454,512
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$641
Other income received	2013-12-31	$819,499
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,315,744
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,315,213
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,999,469
Assets. Value of participant loans	2013-12-31	$70,018
Total contributions received or receivable from employer(s)	2013-12-31	$122,582
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$368
2012 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,084,255
Expenses. Total of all expenses incurred	2012-12-31	$39,928
Benefits paid (including direct rollovers)	2012-12-31	$39,663
Total plan assets at end of year	2012-12-31	$4,999,469
Total plan assets at beginning of year	2012-12-31	$3,955,142
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$371,724
Contributions received from other sources (not participants or employers)	2012-12-31	$54,780
Other income received	2012-12-31	$524,954
Net income (gross income less expenses)	2012-12-31	$1,044,327
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,999,469
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,955,142
Assets. Value of participant loans	2012-12-31	$83,235
Total contributions received or receivable from employer(s)	2012-12-31	$132,797
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$319,776
Expenses. Total of all expenses incurred	2011-12-31	$318,971
Benefits paid (including direct rollovers)	2011-12-31	$318,280
Total plan assets at end of year	2011-12-31	$3,955,142
Total plan assets at beginning of year	2011-12-31	$3,954,337
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$339,791
Contributions received from other sources (not participants or employers)	2011-12-31	$12,280
Other income received	2011-12-31	$-159,105
Net income (gross income less expenses)	2011-12-31	$805
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,955,142
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,954,337
Assets. Value of participant loans	2011-12-31	$41,974
Total contributions received or receivable from employer(s)	2011-12-31	$126,810
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$343,219
Expenses. Total of all expenses incurred	2010-12-31	$53,383
Benefits paid (including direct rollovers)	2010-12-31	$53,278
Total plan assets at end of year	2010-12-31	$3,954,337
Total plan assets at beginning of year	2010-12-31	$3,664,501
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$334,072
Other income received	2010-12-31	$-12,118
Net income (gross income less expenses)	2010-12-31	$289,836
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,954,337
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,664,501
Assets. Value of participant loans	2010-12-31	$2,731
Total contributions received or receivable from employer(s)	2010-12-31	$21,265
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

2022: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 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: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 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: BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BALLENTINE PARTNERS, LLC
Employer identification number (EIN):	271557796
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4770720