How big is Balsamo Construction Inc.'s plan?

Balsamo Construction Inc.'s plan reported $115K in assets and 3 participants for 2023.

Original filing (PDF)20240723120435NAL0018201152001

Balsamo Construction Inc.

Name: Balsamo Construction Inc. — Form 5500 (2023)
Creator: Balsamo Construction Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Balsamo Construction Inc. held $115K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

People on this filing

Biagio Balsamo signed Balsamo Construction Inc.'s 2023 Form 5500 as plan administrator.

Biagio Balsamo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Balsamo Construction Inc.'s EIN is 81-1066416.

EIN 81-1066416

Plan number 001

Plan year 2023

ACK ID 20240723120435NAL0018201152001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Balsamo Construction Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Balsamo Construction 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 BALSAMO CONSTRUCTION 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

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

Plan sponsor

Name

BALSAMO CONSTRUCTION INC

EIN

all filings

Address

89 STEPHANIE LN · BRIDGEWATER, MA · 02324

Phone

(617) 833-2027

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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