Blankenship Cpa Group, Pllc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Blankenship Cpa Group, Pllc (EIN 45-0491842) is a plan sponsor located in Brentwood, TN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-0491842
Location
Brentwood, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,527,725
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,527,725

Contributions & income

Employer contributions
$269,116
Participant contributions
$1,056,350
Total income / additions
$3,513,496

Expenses & distributions

Benefits paid / distributions
$1,349,387
Total expenses
$1,398,613
Net increase / (decrease)
$2,114,883

Coverage

Total reported participants
318
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Blankenship Cpa Group, Pllc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Blankenship Cpa Group 401(K) Profit Sharing Plan001176$10,527,7252023
Blankenship Cpa Group, Pllc Life And Ltd Plan501142not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Blankenship Cpa Group, Pllc
YearPlanParticipantsSchedulesFiling
2023Blankenship Cpa Group 401(K) Profit Sharing Plan176H, C20241015074724NAL0048410192001
2023Blankenship Cpa Group, Pllc Life And Ltd Plan14220250603150904NAL0010313601001

Related Form 5500 pages