Original filing (PDF)20250611090311NAL0013826803001

BALLOON INNOVATIONS

Name: BALLOON INNOVATIONS — BALLOON INNOVATIONS RETIREMENT TRUST, Form 5500 (2024)
Creator: BALLOON INNOVATIONS

Form 5500-SF

FILING_RECEIVED

BALLOON INNOVATIONS RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$977K

Net assets (EOY)

$977K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALLOON INNOVATIONS.

Plan sponsor

Name

BALLOON INNOVATIONS

EIN

22-3900532

Address

9160 MARSHALL PLACE · WESTMINSTER, CO · 80031

Phone

(303) 225-5666

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

GENESIS MARKETING GROUP LTD

GENESIS MARKETING GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST

$979K · 13 participants

MEADOWBROOKE GOURDS, INC.

MEADOWBROOKE GOURDS 401(K) PLAN

$974K · 20 participants

CURES 'N CURIOSITIES, INC.

CURES 'N CURIOSITIES 401(K) PLAN

$982K · 15 participants

SUN SHOPS, INC.

SUN SHOPS, INC. 401(K) PLAN

$961K · 26 participants

LATITUDE PROPERTIES

MARKETPLACE GIFTS 401(K) PROFIT SHARING PLAN

$996K · 17 participants