Balboa Capital Corporation 401(k) Plan (terminated 2023): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2023. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Balboa Capital Corporation 401(k) Login
Accounts were managed by
Fidelity NetBenefits
Log in at Fidelity NetBenefitsOther plans at Fidelity NetBenefits
Retirement plan providers can change. This information is from the plan's 2023 filing.
Balboa Capital Corporation 401(k) Plan Facts (plan year 2023)
Plan name
BALBOA CAPITAL CORPORATION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BALBOA CAPITAL CORPORATION
Former employees with a balance
0
Plan year
Jan 1, 2023 – Oct 27, 2023
Plan established
Jan 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Oct 27, 2023), filed Aug 1, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- Investment and other income added $3.
How the Balboa Capital Corporation 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 188 | $4.25 million | $0 | $146,180 |
| 2019 | 292 | $5.55 million | $0 | $392,722 |
| 2020 | 296 | $6.75 million | $0 | $542,374 |
| 2021 | 235 | $7.21 million | $3,582 | $1.42 million |
| 2022 | 271 | $110 | $1,867 | $6.82 million |
| 2023 (final) | 0 | $0 | $0 | $0 |
Balboa Capital Corporation 401(k) Contact Information
Phone
949-553-3488
Mailing address
575 ANTON BLVD SUITE 1080, COSTA MESA CA 92626
Plan sponsor
BALBOA CAPITAL CORPORATION
Employer identification number (EIN)
33-0318616
Plan number
001
Questions about the Balboa Capital Corporation 401(k)
Is the Balboa Capital Corporation 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023.
Does Balboa Capital Corporation contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Balboa Capital Corporation 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
Who manages the Balboa Capital Corporation 401(k) accounts?
Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.
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