· 2022–2024 · DOL EFAST2

DAVE BALCH CONSTRUCTION LLC — DAVE BALCH CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN AND T, Form 5500 (2024)

Original filing (PDF)20260202202109NAL0000884403001

DAVE BALCH CONSTRUCTION LLC

Form 5500-SF

FILING_RECEIVED

DAVE BALCH CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN AND T

401(k) retirement plan

Signals · 1

Late filing · 2.5 mo

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

Plan health score

Above-average plan

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

90

Total plan cost

n/a

Plan health

56

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVE BALCH CONSTRUCTION LLC.

Plan sponsor

Name

DAVE BALCH CONSTRUCTION LLC

EIN

46-4827747all filings

Address

186 MCCARTHY RD · LINDLEY, NY · 14858

Phone

(607) 742-4014

Industry

Constructionsee 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

2026-02-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

REMODEL SOUTH GFB BENEFIT PLAN

$5K · 2 participants

ADVANTAGE CONSTRUCTION INC

ADVANTAGE CONSTRUCTION INC MCF BENEFIT PLAN

$5K · 4 participants

TMW CONSTRUCTION CO., LLC

TMW CONSTRUCTION CO., LLC CBS BENEFIT PLAN

$5K · 1 participants

DAVIS METALS CONSTRUCTION, INC.

DAVIS METALS CONSTRUCTION, INC. 401(K) PLAN

$5K · 4 participants

MA BUILDING SERVICES - MINNESOTA, LLC

MA BUILDING SERVICES 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.