2023 Form 5500 filing — Black & Mcdonald, Inc. 401(K) 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 20240917092222NAL0001059987001) for Black & Mcdonald, Inc. 401(K) Plan, reported by Black & Mcdonald, Inc. under EIN 52-2021787 and plan number 001. It reports 387 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)$12.6MReported net assets$12,556,015
Participants387
Provider compensation$77.4K2 Schedule C row(s)$77,384
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917092222NAL0001059987001
Plan sponsor
Black & Mcdonald, Inc.
EIN
52-2021787
Plan number
001
Location
Kansas City, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$790.4K
Participant$1.4M
Full reported line items
Total assets (EOY)
$12,556,015
Total liabilities (EOY)
$0
Net assets (EOY)
$12,556,015
Employer contributions
$790,355
Participant contributions
$1,368,006
Total income / additions
$4,152,213
Benefits paid
$3,432,660
Administrative expenses
$77,384
Total expenses
$3,527,672
Net increase / (decrease)
$624,541
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $42.3K · Indirect $0
  2. 2
    ADVISOR · Direct $35K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917092222NAL0001059987001 cover?
It is the 2023 Form 5500 filing for Black & Mcdonald, Inc. 401(K) Plan, reported by Black & Mcdonald, Inc. (EIN 52-2021787).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages