401(k)
2024 plan-year 401(k) DOL Form 5500

Balance and Therapy Excellence, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Balance and Therapy Excellence, Inc. · Maryland · Healthcare & Social Assistance

What the 2023 filing shows

Balance and Therapy Excellence, Inc. 401(k) Plan holds N/A for N/A participants.

N/A
total plan assets (2024 EOY)
N/A
covered participants
Total Assets (2023)
N/A
Participants
N/A
State
Industry
Healthcare & Social Assistance

What the Filing Says About Balance and Therapy Excellence, Inc. 401(k) Plan

Balance and Therapy Excellence, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Balance and Therapy Excellence, Inc., headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 922725190, and the plan has been effective since 2023-03-08. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN922725190
Plan Effective Date2023-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Balance and Therapy Excellence, Inc.)

Year Plans Participants Total Assets
2023 1 N/A N/A
2024 1 N/A N/A

Nearby 401(k) Plans in Maryland

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Frequently Asked Questions

How much money is in the Balance and Therapy Excellence, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Balance and Therapy Excellence, Inc. 401(k) Plan holds N/A in total assets with N/A participants. It is sponsored by Balance and Therapy Excellence, Inc..
What type of plan is Balance and Therapy Excellence, Inc. 401(k) Plan?
Balance and Therapy Excellence, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2023-03-08. The plan is filed with the U.S. Department of Labor under EIN 922725190.
Who sponsors the Balance and Therapy Excellence, Inc. 401(k) Plan?
Balance and Therapy Excellence, Inc. 401(k) Plan is sponsored by Balance and Therapy Excellence, Inc., located in Maryland. The sponsor's EIN is 922725190 and the plan operates in the Healthcare & Social Assistance industry.
How did Balance and Therapy Excellence, Inc. 401(k) Plan perform in 2024?
Balance and Therapy Excellence, Inc. 401(k) Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Balance and Therapy Excellence, Inc. 401(k) Plan?
Official Form 5500 filings for Balance and Therapy Excellence, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 922725190 or plan name at efast.dol.gov.
How does Balance and Therapy Excellence, Inc. 401(k) Plan compare to other plans?
You can compare Balance and Therapy Excellence, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 922725190.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.