2023 Form 5500 filing — C. Blackburn Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708135637NAL0007313395001) for C. Blackburn Inc. Retirement Plan, reported by C. Blackburn Inc. under EIN 14-1803352 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708135637NAL0007313395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C. Blackburn Inc.
- EIN
- 14-1803352
- Plan number
- 001
- Location
- Elizaville, NY
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,780,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,780,595
- Employer contributions
- $1,136,550
- Participant contributions
- $0
- Total income / additions
- $1,667,922
- Benefits paid
- $1,191,170
- Administrative expenses
- $37,569
- Total expenses
- $1,228,739
- Net increase / (decrease)
- $439,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assuredpartners Capital Inc | INVESTMENT ADVISOR | $24,334 | not reported in the loaded dataset |
| Premier Retirement Partners LLC | CONTRACT ADMIN | $7,294 | $5,291 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,645 | not reported in the loaded dataset |
| Ifp Advisors Inc. Dba Ind. Fin Part | INVESTMENT ADVISOR | $2,121 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $870 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $273 | not reported in the loaded dataset |