2023 Form 5500 filing — Blackberry Farm 401k Savings 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 20241009143250NAL0031573840001) for Blackberry Farm 401k Savings Plan, reported by Blackberry Farm under EIN 90-0421055 and plan number 001. It reports 1,141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009143250NAL0031573840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blackberry Farm
- EIN
- 90-0421055
- Plan number
- 001
- Location
- Walland, TN
- Participants
- 1,141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,107,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,107,599
- Employer contributions
- $395,311
- Participant contributions
- $1,492,347
- Total income / additions
- $3,727,265
- Benefits paid
- $568,644
- Administrative expenses
- $81,461
- Total expenses
- $650,105
- Net increase / (decrease)
- $3,077,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annity Insurance Co Of Am | RECORDKEEPER | $39,877 | $0 |
| Erisa Services, Inc. | RECORDKEEPER | $21,775 | not reported in the loaded dataset |
| Rather & Kittrell | INVESTMENT ADVISOR | $17,768 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVEST ADVISOR | $2,066 | not reported in the loaded dataset |