2023 Form 5500 filing — Blake & Pendleton, Inc. 401(K) Profit Sharing 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 20240830064808NAL0023347552001) for Blake & Pendleton, Inc. 401(K) Profit Sharing Plan, reported by Blake & Pendleton, Inc. under EIN 58-1094736 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830064808NAL0023347552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blake & Pendleton, Inc.
- EIN
- 58-1094736
- Plan number
- 003
- Location
- Macon, GA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,011,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,011,243
- Employer contributions
- $321,154
- Participant contributions
- $956,098
- Total income / additions
- $3,078,547
- Benefits paid
- $635,482
- Administrative expenses
- $34,493
- Total expenses
- $673,994
- Net increase / (decrease)
- $2,404,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | SERVICE PROVIDER | $33,011 | not reported in the loaded dataset |
| Precision Plan Administration | TPA | $0 | $5,544 |
| Morgan Stanley Smith Barney | SERVICE PROVIDER | $0 | $837 |