BALANCED CAPITAL & INSURANCE 401(K) PROFIT SHARING PLAN

[ EIN: 01-0697815 | Plan No. 001 ]

BALANCED CAPITAL & INSURANCE 401(K) PROFIT SHARING PLAN, sponsored by BALANCED CAPITAL & INSURANCE, appears in Form 5500 filings as a 401(k) plan. The plan reported 2 participants and total assets of $1,255,082 during the 2024 reporting period.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

Plan Sponsor: BALANCED CAPITAL & INSURANCE

Location: 2422 E 117TH ST, BURNSVILLE, MN 55337

EIN: 010697815

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 2

Total Assets: $1,255,082