2023 Form 5500 filing — Baskervill & Son, P.C. Plan For Employee Retirement

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 20241007105746NAL0025976624001) for Baskervill & Son, P.C. Plan For Employee Retirement, reported by Baskervill & Son, P.C. under EIN 54-1258151 and plan number 001. It reports 216 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)$22.9MReported net assets$22,928,581

Participants216

Provider compensation$71.2K2 Schedule C row(s)$71,225

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007105746NAL0025976624001
Plan sponsor: Baskervill & Son, P.C.
EIN: 54-1258151
Plan number: 001
Location: Richmond, VA
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)$22.9M total assets

Net assets$22.9MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$204.5K

Participant$1.5M

Full reported line items

Total assets (EOY): $22,928,581
Total liabilities (EOY): $0
Net assets (EOY): $22,928,581
Employer contributions: $204,469
Participant contributions: $1,510,314
Total income / additions: $4,980,131
Benefits paid: $2,050,919
Administrative expenses: $50,225
Total expenses: $2,101,144
Net increase / (decrease): $2,878,987

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$50.2K
CONTRACT ADMINISTRATOR · Direct $50.2K · Indirect $0
2
Sageview Advisory Group, LLC$21K
INVESTMENT ADVISORY · Direct $0 · Indirect $21K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007105746NAL0025976624001 cover?: It is the 2023 Form 5500 filing for Baskervill & Son, P.C. Plan For Employee Retirement, reported by Baskervill & Son, P.C. (EIN 54-1258151).
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).