2023 Form 5500 filing — Blanton & Miller, Pa 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 20240904084350NAL0011029907001) for Blanton & Miller, Pa 401(K) Profit Sharing Plan, reported by Blanton, Miller & Moore, Pllc under EIN 27-1991261 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240904084350NAL0011029907001
Filing year
2023
Form type
2
Plan sponsor
Blanton, Miller & Moore, Pllc
EIN
27-1991261
Plan number
001
Location
Rutherfordton, NC
Participants
24
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,667,904
Net assets (EOY)
$3,667,904
Employer contributions
$37,748
Participant contributions
$64,122
Total income / additions
$767,966
Benefits paid
$240,029
Administrative expenses
$32,991
Total expenses
$273,020
Net increase / (decrease)
$494,946
Schedule source
Schedule I

Related Form 5500 pages