How big is Balfrey & Johnston, Inc.'s plan?

Balfrey & Johnston, Inc.'s plan reported $4.4M in assets and 29 participants for 2024.

Original filing (PDF)20251015113739NAL0009011714001

Balfrey & Johnston, Inc.

Name: Balfrey & Johnston, Inc. — Balfrey & Johnston, Inc., Form 5500 (2024)
Creator: Balfrey & Johnston, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balfrey & Johnston, Inc. 401(k) Plan

401(k) retirement plan · Balfrey & Johnston, Inc.'s Balfrey & Johnston, Inc. 401(k) Plan held $4.4M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Balfrey & Johnston, Inc.'s EIN is 38-1614720.

EIN 38-1614720

Plan number 002

Plan year 2024

ACK ID 20251015113739NAL0009011714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balfrey & Johnston, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balfrey & Johnston, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALFREY & JOHNSTON, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score