Original filing (PDF)20230329072133NAL0022407283001

X-PAY, LLC D/B/A BALANCE POINT

Name: X-PAY, LLC D/B/A BALANCE POINT — BALANCE POINT RETIREMENT PLAN, Form 5500 (2022)
Creator: X-PAY, LLC D/B/A BALANCE POINT

Form 5500-SF

FILING_RECEIVED

BALANCE POINT RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 X-PAY, LLC D/B/A BALANCE POINT.

Plan sponsor

Name

X-PAY, LLC D/B/A BALANCE POINT

EIN

86-1082548

Address

65 HARRISTOWN ROAD - SUITE 208 · GLEN ROCK, NJ · 07452

Phone

(201) 712-1157

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-08

Filed

2023-03-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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