2023 Form 5500 filing — Backlund Investment Co. Employee Stock Ownership Plan And Trust
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 20240730155517NAL0013590211001) for Backlund Investment Co. Employee Stock Ownership Plan And Trust, reported by Backlund Investment Co under EIN 37-0898008 and plan number 004. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.5MReported net assets$21,503,709
Participants232
Provider compensation$14K1 Schedule C row(s)$13,980
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730155517NAL0013590211001
- Plan sponsor
- Backlund Investment Co
- EIN
- 37-0898008
- Plan number
- 004
- Location
- Peoria Heights, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.5M total assets
Net assets$21.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,503,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,503,709
- Employer contributions
- $285,298
- Total income / additions
- $2,115,388
- Benefits paid
- $1,057,829
- Administrative expenses
- $27,145
- Total expenses
- $1,084,974
- Net increase / (decrease)
- $1,030,414
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $13,980 | not reported in the loaded dataset |